Sue Whitbread
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GDPR and its implications for advisers
Steve Andrews, Head of Managed Services at Focus Solutions, shares some practical measures to help you make sure your business complies with…
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Better Business – Modern Marketing
With today’s technology presenting so many marketing opportunities, why do financial planning firms find effective marketing to be such a challenge? Brett…
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How technology is changing client communication
Sam Turner, Head of Digital at ClientsFirst First there was email. Then came social media. And then came… MiFID II?! Changes to…
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Financial Planner case study 2 – TFP Financial Planning
Casey Mills, of Essex-based TFP Financial Planning, gives some insights into how the firm uses technology on a day to day basis…
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Are you making the right choice?
Michelle Hoskin of Standards International shares her thinking on a process which firms can use to select the systems which are most…
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How can Artificial Intelligence help advisers?
Sue Whitbread takes a look at the Clever Adviser Technology Ltd (Clever) proposition and talks to Clever’s Patrick Boughton and Nicola Cornish…
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Back to the future – Emerging Markets in 2018
What does the return of Dr Mark Mobius tell us about the prospects for emerging markets? Brian Tora reflects on whether these…
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The use of technology in financial planning
In this edition of IFA Magazine we have a special focus on how technology is helping to transform the effectiveness and efficiency…
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Weekend press review: Foxes and hedgehogs
Foxes versus hedgehogs Top pick from the weekend’s offerings from the Financial Times is a thought piece from Maike Currie, an investment…
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Why IFAs are missing quality leads that are right under their nose
Is your financial advice business making the most of its website and other free marketing opportunities? Philip Calvert shines a practical light…
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