Tag Results
The COLP and management 12 days of Christmas checklist
Friday, 13 December 2024Leading up to Christmas this year, it might be a quieter time to reflect on trends, issues and regulation, and how they might impact your firm.
Tags: SIFA Professional
Posted in Blog
Broaden your knowledge beyond legal topics by participating in our free Continuing Professional Development webinars
Friday, 6 December 2024Are you interested in expanding your knowledge beyond legal issues? We offer solicitors free access to our monthly webinars, where industry experts cover a range of topics on financial services.
Tags: SIFA Professional
Posted in associate news
CMA guidance on unregulated legal services must be applauded but…
Tuesday, 26 November 2024There is little doubt that, with a staggering 3,800 unregulated providers of such legal services, the recent CMA action and guidance was required.
Tags: SIFA Professional
Posted in Blog
Ten questions to ask a potential financial planning partner
Monday, 28 October 2024The Solicitors Regulation Authority’s codes of conduct are clear how crucial proper due diligence is when assessing third-party partners.
Tags: SIFA Professional
Posted in Blog
Continuing competence still in the SRA’s headlights
Monday, 7 October 2024The SRA’s second annual assessment of continuing competence leaves lawyers and COLPs in little doubt that the regulatory spotlight is still firmly on whether skills and knowledge are being maintained.
Tags: SIFA Professional
Posted in Blog
Does your integrity extend far enough?
Monday, 8 July 2024Simply telling a client they need to seek financial advice or offering them the business cards of three financial planners you know is NOT a referral.
Tags: SIFA Professional
Posted in Blog
Empathy, team and happy clients
Wednesday, 5 June 2024What has become glaringly obvious to me are the obvious parallels between the legal and financial planning professions, and how much each can learn from the other.
Tags: SIFA Professional
Posted in Blog
Will solicitors finally be fans of transparency now?
Wednesday, 22 May 2024Since the introduction of the SRA’s transparency rules in December 2018, I have been an advocate for law firms going further then the regulatory essentials.
Tags: SIFA Professional
Posted in Blog
Navigating sudden wealth in clinical negligence settlement cases
Wednesday, 17 April 2024Joe Sanders demonstrates the advice provided to one of their clients within this financially vulnerable situation
Tags: SIFA Professional
Posted in associate news
Shocking figures suggest divorce lawyers need to do more for clients
Friday, 12 April 2024There are so many areas where professional legal advice requires complementary financial planning and one that is too frequently overlooked is on separation or divorce.
Tags: SIFA Professional
Posted in Blog
Blog
The COLP and management 12 days of Christmas checklist
Leading up to Christmas this year, it might be a quieter time to reflect on trends, issues and regulation, and how they might impact your firm.
The next wave of AI: what’s really coming in 2025
The most exciting battle in artificial intelligence isn’t unfolding in corporate labs; it’s happening in the open-source community.
The rise of zero-click searches: how to ensure your content is seen
Gone are the days when simply filling your written content with keywords would see returns. The bar for content has been raised and significantly so.
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