Take care when drafting terms of business agreements to clearly define the scope of advice and service provided by a firm.
Advisers need to invest in mobile technology to properly meet the expectation of the next generation of clients.
Benchmarking compares your business to the rest of the market and provides context for competitive analysis. There are two main stages – gathering external data and assessing your position.
The importance of building and communicating your brand should not be underestimated
Skandia Life founder and chairman of Nucleus Financial Group Paul Bradshaw has become chairman of River & Mercantile Group. The group was formed by the recent merger of P-Solve with River & Mercantile Asset Management. Bradshaw will oversee the firm’s growth strategy and work closely with its executive team, led by chief executive Mike Faulkner.
In a competitive job market it is essential to present yourself in the best light to ensure you get hired
In times of regulatory or investment uncertainty it remains important for businesses to have a long-term business plan in place.
Advisers have to be prepared to advise clients to follow a course of action they do not want to
Direct marketing is not a catch-all marketing solution but can be very effective when targeted properly.
Cazalet Consulting chief executive Ned Cazalet examines how the financial services landscape has been changed in the wake of the Budget.
National Apprenticeship Week shone the spotlight on apprenticeships but some advice firms are already making the most of their young employees.
Establishing a client’s level of investment risk is more than just gauging attitude to risk or capacity for risk. Investment goals and the investment performance needed to achieve them also play a part
More and more advisers are seeing that increasing their level of qualifications can help demonstrate their value to clients
On his early days running the stationery room at Standard Life and the evolution of financial services distribution
Ensuring employees are clear where and when intellectual property rights apply can help prevent costly litigation when advisers leave a firm
It is important to stand out from the crowd when looking for a new job. Employers and recruitment experts share their top tips for improving your CV.
Platform technology provider SEI has appointed former Cofunds chief executive Brett Williams as UK managing director.
City Financial investment director talks about the stresses of builing a new product from scratch and the perils of hubris in financial services.
The financial services industry will continue to evolve in response to market and regulatory pressures and businesses need to ensure they are as prepared as they can be.
Building a business may be your client’s dream, but the self-employed face specific financial planning problems.
Statistics from the Wealth Management Association show major moves to international shares over recent years.
One year on from the RDR, successful adviser firms can be seen to share many characteristics, says Heartwood Investment Management’s Mark Rockliffe.
Advisers reveal what’s on their wish lists for financial services for the new year.
State pension reform and proposals to cap charges dominated the 2013 news agenda
Using personal balance sheets offers a good way to illustrate the breakdown of clients’ assets and ensure any advice is concentrated on the right areas.
Advisers may be basing recommendations on their perception of provider service rather than the reality.
Advisers are basing charges on market trends rather than client research and cost of delivery
Prices may be peaking for advisers who are selling up.
Nucleus advisers can get help with their recruitment needs for £99 a month.
APFA’s senior technical adviser looks at when it is appropriate for independent firms to refer clients to external firms for advice.
Good things don’t come to those who wait.
“He’s the Prime Minister for benson and hedge funds.” Labour leader Ed Miliband attacks prime minister David Cameron over Conservative party funding and his links to adviser and tobacco lobbyist Lynton Crosby.
The RDR has been blamed for the demise of bancassurance but are the banks out of the mass market for good?
The CII’s AF3 pension paper is key for many advisers. Here are some top tips for getting through the exam successfully.
Many advisers make the same mistakes when trying to grow their professional connections. Here are the 7 most common mistakes.