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Cover interview
Hub of the matter
Financial Relationships joint founder Alex Morris describes how the firm is taking a hub and spoke approach to service by building professional connections and making advice the product
Transition trail
Dean Harris of Harris & Associates talks to Cherry Reynard about changing adviser mindsets during the transition to RDR compliance
Diary of an IFA
Simple strategy
Barry Fleming & Partners adviser Lisa Chantrey talks about the progress of the firm’s RDR business plan since her last diary entry in October.
Plutus puts the focus on service
Plutus Wealth Management co-founder Georgina Partridge says the firm is aiming at the service end of wealth management with a more transparent offering
Linking-up with the problem solvers
In assessing his RDR position, Kevin Cannon, director of MGP (Employee Benefits) felt that five key questions needed answering
Head to head
Social workers
Should advisers be setting aside traditional marketing tools and instead embracing social media? What can a presence on Twitter and Facebook bring to an advisory business? Two experts go head to head over social media
A question of consolidation
Two consolidators on the best strategy for newly acquired businesses. Should advisers be merged under one brand or retain an independent identity?
Interview
Portal to the future
IntelliFlo’s Intelligent Office system is used by 850 firms and has over 6,000 users. Nick Eatock gives his views on the market for adviser technology
Features
2020 vision
Niall Shaw believes that the industry needs to rebuild trust with its customers and has developed financial planning software which it believes can help that process as well as create best-of-breed offerings
Customer connection
The Business of Advice book and website looks at how to manage and grow advice businesses. In his second article, author David Shelton talks about how firms can benefit by gaining a detailed picture of customers
Transition mission
Aifa is helping firms meet the RDR challenge with an online business academy. It has been designed by IFAs for IFAs and offers practical guidance and direction
Education
Euston, we have no problem
MM deputy editor Gregor Watt ruins Valentine’s Day to pass his first exam on the road to QCF level 4.
Vision in focus
How many firms are clear about what they offer clients and why they should be their adviser of choice? Take time to sit back with the key people in your company and create your business vision
A question of ethics
This is the second of a series of articles that are designed to aid those looking to deepen or refresh their financial advice knowledge as the industry faces up to level four. This article will look specifically at ethical investing and focus on how to prepare for a short question on the subject from the ifs School of Finance’s DipFA exam
Behind the scenes: the CII on setting exams
Dennis Hall aims to dispel some myths about the CII exam process.
Dear Rob & Roderic...
Our resident agony uncles and The Ideas Lab directors Rob Reid and Roderic Rennison answer adviser queries
Exam diary
Euston, we have no problem
MM deputy editor Gregor Watt ruins Valentine’s Day to pass his first exam on the road to QCF level 4.
Exam diary
Clear route to take on challenge
Fidelity’s Peter Hicks documents his attempts to acheive RDR-level qualifications.
