Planning

• Percival and Harrison review suitability report writing at Technical Insight Seminars

  

  Rory Percival and Cathi Harrison will be tackling the issues around writing compliant, FCA-friendly suitability reports at the Professional Paraplanner Technical Insight Seminars 2018.

• Dynamic Planner’s Ben Goss responds to Rory Percival’s report on risk profiling tools

  

  Distribution Technology ceo Ben Goss give his views on ex regulator Rory Percival’s report on risk profiling tools, highlighting limitations and asset allocation mapping

• Michelle Hoskin talks about progress with the Paraplanning Standard

  

  Michelle Hoskin, MD, standards International, talks about the progress with the Paraplanning Standard including the formation of the steering committee

More Articles

• Financial Planning: What do you love about it?

  

  ABR and FP Advance present the first in a series of films made with leading financial planners about their businesses and the skills involved in being a financial planner

• Ensuring suitability – why it’s a major issue for the market in 2015

  

  ABR talks to Distribution Technology ceo Ben Goss about why suitability is a major issue for financial advisers in 2015 and a key theme at the annual DT conference

• Are fund managers still too short-term focused?

  

  Mike Webb, CEO, Rathbones believes the fund industry’s investment focus is too short-term, impacting investors’ potential risk and return balance

• Risk Targeted Funds vs Risk Rated Funds

  

  Rathbones has been vocal in championing risk targeted funds over risk rated funds. CEO Mike Webb tells us what risk targeted funds offer advisers and their clients

• George Kinder: What life planning should be

  

  ABR editor Rob Kingsbury recently interviewed George Kinder of the Kinder Institute of Life Planning, when he asked him to explain what financial life planning should be. This is what George said. [Audio: … Continued

• Why use financial forecasting software?

  

  AUDIO: Rob Kingsbury interviews Andy Hart, founder of The Voyantist.com, on the use of financial forecasting in financial planning, including in first client meetings