Practice Management

Introducing the Adviser Edge practice management zone

The advice profession, and the broader industry, has undergone considerable change in the last ten years. How will running a financial advice business change in the next ten years? In this zone, you can keep pace with the shifting regulatory landscape and its impact on your business. Plus, we review ways to enhance your client relationships – from innovative marketing strategies to the value of outsourcing.

Adviser Edge – Accelerator Pathways

Learning resources and tools to find, win and manage clients

Links to useful websites

Conduct of business sourcebook (COBS)
Financial Services Compensation Scheme (FSCS)
The Pension Protection Fund (PPF)
The Pensions Regulator (TPR)