Bookstore

• How clients think – a review of the book ‘Nudge’ in relation to financial planning

  

  How often do we stop to think about how our clients think? Dan Atkinson reviews ‘Nudge: Improving decisions about health, wealth and happiness’

• Financial Planning with Trusts

  

  Written by Technical Connection’s John Woolley, this 546-page book looks at a wide range of topical tax and financial planning strategies using trusts. Get 10% of the normal price with Adviser Business Review

• Pension Tax Guide 2015-2016

  

  A thorough and practical guide to how the pensions rules work and the part they play in tax planning. Get 10% of the normal price with Adviser Business Review

More Articles

• Book review: Financial Planning with Trusts

  

  Kat Mock, senior paraplanner with The Paraplanners reviews Financial Planning with Trusts written by John Woolley

• Thinking fast and slow

  

  Business book review: Thinking fast and slow by Daniel Khaneman. Review by: Chris Daems, Director, Principal Financial Solutions

• Come and have a go (are you brave enough?)

  

  Mark Polson and the lang cat team have produced their first consumer platform Guide with a typical disregard for ‘how things should be done’ in the financial services industry

• Technology Tools for Today’s High-Margin Practice

  

  Business book review Technology Tools for Today’s High-Margin Practice By David J Drucker and Joel P Bruckenstein Review by: Justin King, CFP,  founder of MFP Wealth Management Subtitled ‘How client-centered … Continued