At this year’s MDRT in Miami, one message kept coming up - we all know that our clients are able to enjoy more satisfying lives when their protection and savings needs are in good order. Doing a better job for clients enables them, and you, to live a more comfortable, fulfilling and balanced life.
Read Martin’s contribution to the FT Adviser IHT guide, exploring estate valuation.
In this guide to IHT planning, APS’s Scarlett Musson outlines why a will is so vital for clients
Our Group Joint CEO looks at the best way for advisers to outsource to a DFM.
The Group has launched a series of focussed events and hired a new Knowledge and Development Manager
In news from the SIFA Conference, it was recommended that advisers re-engage with law firms as it would not only potentially benefit the client but their business too
The latest in our ‘plain English’ guide to Senior Managers, Richard Nuttall looks at the regimes prescribed responsibilities
New functionality and tools for Centra, as 3000 advisers sign up to use the Group’s investment system
Group Chairman Ken Davy looks at the virtue, rather than the vice, currently underway in Miami.
The Group has announced the appointment of Dave Seager to the newly created role of Managing Director of SIFA Professional, the division of the Group that specialises in helping advisers build professional connections with solicitors.