In this profession, we are client-focused. But, when it comes to client service, we often forget that when we step away, our clients' lives may be impacted dramatically. While we want to focus on selling and bringing in more names and prospecting, that will only get us so far. Whether you're within an agency or out on your own, you must perform business succession planning. If you don't do it, your business model cannot be sustained.

Increased regulatory burdens mean the clock is ticking for the one-man band advisory practice, according to Lifetime Group chief executive Warren Stephens.

Tyndall has ditched the New York-based boutique manager of its global fixed interest portfolio, replacing it with investment banking giant Goldman Sachs.

Fisher Funds to lose international managers? Where do financial planners sit on the trust scale? New index for the future.

[Advertorial] TNP offer a variety of interactive sales-related training workshops that are proving to be highly successful and are giving new risk and mortgage advisers the boost they need to get started in this challenging industry.

TNP offer a variety of interactive sales-related training workshops that are proving to be highly successful and are giving new risk and mortgage advisers the boost they need to get started in this challenging industry.

Aaron Gascoigne has moved on from Canvas Investments and is setting up a new funds distribution firm.

Sovereign has appointed two new members to its board, David May and Stephen Ward.