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Practice management

Guidance to help enrich your business and client relationships

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.
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Practice management courses

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Links to useful websites

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

Important information: This content is directed only to persons having professional experience in matters relating to personal investment (investment professionals and should not be distributed to anybody else. It has been prepared for general information purposes only. It does not constitute advice (whether investment, legal, regulatory, tax or otherwise) provided by Columbia Threadneedle Management Limited. Certain content on this website and materials is based on our own reading of legislation, regulation, or guidance issued by a government or regulatory authority, as at the date of publication, which is subject to ongoing change. Tax treatment is based upon individual circumstances. Columbia Threadneedle Management Limited gives no warranty or representation, whether express or implied, that such content is up to date, complete, or accurate.

Investment professionals using this website and its materials should not rely on any of its content. They remain solely responsible for advising their underlying clients in accordance with their own legal and/or regulatory obligations and for taking their own independent advice as they determine is necessary.

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