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Practice Development

Articles to support those looking to grow and develop their practice.

Is there life on Mars?

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This article first appeared in FS Focus in May 2012.

Key communicators

Financial planners are integrating client services either in-house or in partnership across the professional disciplines. Dawn Cowie speaks to two firms with different approaches.

Paraplanning comes of age

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This article first appeared in FS Focus the magazine from the Financial Services Faculty in November 2011.

The holistic approach to advice

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This article first appeared in FS Focus the magazine from the Financial Services Faculty of the Institute of Chartered Accountants in November 2011.

The value of the advice

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How much advice on personal finance does society need and does regulation get in the way of delivering it? These are among the questions the UK Financial Advice Market Review (FAMR) will be trying to tackle.

Navigate the Maze

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Preparing for the senior managers and certification regime has not been straightforward. Sarah Isted helps untangle the web.