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Financial Planner case study – Magenta Financial Planning
Which aspects of technology are particularly helpful to a financial planning business? Gretchen Betts, Managing Director at Magenta…
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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…
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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…
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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……
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Sanlam UK launches AIM IHT service
Sanlam UK has launched an Inheritance Tax (IHT) Service which, it said, will enable clients to mitigate…
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Chase de Vere plans discretionary investment service
Chase de Vere, the national firm of independent financial advisers, is launching its new discretionary model portfolio service …
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Peace for Korea?
Invesco Perpetual’s Asian Equities Fund Manager William Lam on his reasons for cautious optimism towards the Korean market: …
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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…
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Kuber appoints Jenny Dalgarno as Sales Manager
Kuber Ventures has appointed Jenny Dalgarno as Sales Manager. Dalgarno has over 15 years financial services experience largely…
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Greshan House acquires FIM and raises £15m via placing
Gresham House, the specialist alternative asset manager, has acquired FIM Services, a specialist in sustainable real asset…
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