Business and Development
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Advisers Wrap It Up
UK advisers are registering a significant increase in the number of recommendations they’re making to transfer clients’ pensions into wraps. Data from…
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MiFID II – The Monster Lives
Yes, we finally got to the end of the messy stuff. MiFID II, the European Union’s revised regime for regulating investment products,…
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Is Your Website Embarrassing You?
Part Four of Abbie Tanner’s Marketing Innovation Engine™ Programme: How to Create the Online Image You Deserve Are you unwittingly tarnishing your…
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Jo Gilbey Takes Over Marketing at Intelliflo
Intelliflo, which provides web based business management software for the financial services marketplace, has announced that Jo Gilbey has joined the team…
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Lessons From The Fire Drill
Nick Samouilhan, multi-asset manager at Aviva Investors, learns some strategic lessons from the US Fed’s summer “QE Drill” Every Friday at 10:00am,…
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IFA Centre To Review Its Plans
IFA Centre has announced that, following the promised 2 year review of operations, it will continue to operate as a not-for-profit membership…
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Wealthy Clients Need Different Strategies
Investment Strategies For the Well-Heeled Investor Can Look Quite Different, Says Kam Patel It isn’t every day that we discuss the…
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What Our Clients Really Think of Us
Compeer's Mike Levy on a forthcoming conference in November: 2013 has been a year of major regulatory change for the wealth management,…
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IFA Centre, and Why We Need Change
Gill Cardy Reflects on 25 Very Fast Months A week may be a long time in politics, but 25 issues of…
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Dear CEO Letters: Suitability and Risk Profiling
By Matthew Hunt, Prospect Wealth Management In 2012 the FSA identified “significant widespread failings1[1]” following their review of a sample of 16…
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