Practice Management|Financial Planning|Investment|Upcoming Events|My CPD logged
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Professional support to enhance your client outcomes
Adviser Edge offers technical training and support, providing practical value to your business and clients. Create an account to access structured CPD, accredited by the LIBF, and log your hours. In a competitive market, it’s vital you’re staying ahead of change and maintaining your edge.
My CPD
Practice management
Innovative marketing techniques, technology and outsourcing can enhance your business. Access our guidance to help enrich your client relationships.
Financial planning
Your clients’ priorities vary. Our technical notes, guides and case studies can support your client conversations and help shape their investment goals.
Investment
We support your analysis with sector reviews and market digests and refresh your knowledge with in-depth explorations of investment concepts.
Our latest insights
Practice management
20 September 2023
Business development
Practice management
Consumer Duty – adviser charging and risk premium
Justifying price and value on adviser charges to comply with Consumer Duty requirements
20 September 2023
Business development
Practice management
Adviser charges in perpetuity
Here’s a question. What happens to ongoing adviser charges if the adviser dies?
20 September 2023
Business development
Practice management
The ongoing advice charge conundrum
Firms need to be able to justify what they charge and how this translates into good client outcomes
Financial planning
23 August 2023
Investment and tax
Financial planning
Investment and capital gains tax planning for 2023 and beyond
Understand the impact that current CGT and dividend allowances have for future investment planning and portfolio management for your clients.
20 May 2022
Estate and trust planning
Financial planning
Trust Registration Service
Why the Trust Registration Service exists and when to use it
20 May 2022
Estate and trust planning
Financial planning
Removing and retiring trustees
What happens when a trustee wishes to retire or needs to be replaced?
Investment
18 October 2023
Investment and tax
Investment
The yield curve
The yield curve and its use for assessing the economic outlook
11 October 2023
Investment and tax
Investment
Calculating fixed income yields
Learn the different methods of calculating the yield on a bond
11 October 2023
Investment and tax
Investment
The duration of fixed income investments
We explain the basic principle of bond duration as a measure of an investment's sensitivity to chages in interest rates
Our upcoming events
Adviser Edge: On the Road
We will be back out on the road in late Spring 2023. Locations and dates will be available here as soon as they are confirmed.
