Practice Management|Financial Planning|Investment|Upcoming Events|My CPD logged
Welcome to Adviser Edge
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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
28 February 2022
Regulation
Practice management
Digging deeper: Responsible Investment marketplace
An overview of the sustainable investing regulations affecting UK financial services
27 December 2021
Regulation
Practice management
PROD – risk tolerance and risk mapping
A closer look at the risk tolerance data in the European MiFID Template (EMT)
2 December 2021
Regulation
Practice management
PROD rules and risk tolerance
The rules contained in PROD regulation are significant and far reaching in terms of how firms research and select products and funds.
Financial planning
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?
20 April 2022
Estate and trust planning
Financial planning
Trustee duties and responsibilities
Understand the roles, responsibilities and powers of trustees
Investment
3 August 2021
Investment insights
Investment
We need to talk about inflation
Three things your clients should know
29 October 2019
Behavioural finance
Investment
Improve your practice by challenging your biases
Have you ever had a client who insisted on holding a losing investment…or buying into the tail end of a frenzy…
29 October 2019
Investment insights
Investment
The value of time in the market
Most professional market watchers agree that knee-jerk reactions to financial markets should be avoided...
Our upcoming events
Adviser Edge: On the Road
We are back on the road in September and November 2022 with in-depth explorations of the use of trusts for estate and inheritance tax planning plus the FCA Consumer Duty. 15 locations around the UK.
