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Adviser Independence – the time is now

Adviser Independence – the time is now

In last week’s Tactical Tuesday webinar we interviewed Daniel Brammall, President of the Profession of Independent Financial Advisers (PIFA), about ‘all things independence’ in financial planning, including… what it means to be independent and how this is defined at...

Still using asset based fees?

A few thoughts here if you’ve been thinking of moving your fee model away from asset-based fees. We had a giggle in the office about this one… couldn’t find the tripod, and it looks like my trusty assistant was drunk when filming! Promise she...