Sue Whitbread
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How technology has transformed marketing for financial planners: by Jon Pittham, ClientsFirst
In his third article of this mini series for IFA Magazine, Jon Pittham of ClientsFirst considers how planners can harness the power…
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The role of the practice manager in financial planning – Tracey Underwood, PACE Solutions
Is your financial planning business running as efficiently and effectively as possible? Is your work/life balance a thing of envy or a…
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NS&I’s new online service for advice firms
After two years in the making, NS&I’s new online portal has been greeted warmly by the adviser community. Andrew Pike, Head of…
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Are you making the most of technology in your financial planning business? Michelle Hoskin of Standards International
This article is part of our special focus on the use of technology in financial planning In this article, Michelle (pictured above)…
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How to optimise your financial advice website from a technology perspective – practical tips from Faith Liversedge.
This article is part of our special focus on the use of technology in financial planning Your website is your firm’s shop…
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Technology in financial advice: Zahid Bilgrami, CEO at Defaqto argues that with disruption comes opportunity
This article is part of our special focus on the use of technology in financial planning Technology is driving change in financial…
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The unintended consequences of RDR – Verona Kenny of 7IM reflects on the legislation
Changes to legislation in recent years have brought big changes to the way advice is delivered for clients in the UK. Verona…
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A sense of security: Brian Tora reminds us that despite the benefits to the advice profession of the use of technology, matters of security are more important than ever
There is little doubt that the world of financial planning and advice has becoming increasingly driven by technological advance. However, despite all…
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Better Business – Brett Davidson highlights how to boost internal communications and create greater engagement within your team
Great businesses know that having an engaged team at their core is a key part of achieving their goals. They also know…
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ESG investing – a short video with Ben Constable-Maxwell of M&G Investments
In this brief video, Ben Constable-Maxwell, Head of Sustainable and Impact Investing with M&G Investments discusses ESG, who it is for, strategies,…
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