The Money Marketing Profile
Unbiased.co.uk chief executive Karen Barrett says today’s advisers cannot ignore technology and need to be multi-media aware. Interview by Amanda Newman Smith
Greater efficiency and integrated systems will enable advisers to serve the mass affluent, says Distribution Technology’s chief executive.
The clients of tomorrow will be more self-sufficient, says Capita Financial Software managing director Adam Byford.
Father and daugther Stanley and Penny Lovell have both carved out successful careers in financial services and it looks a third generation is just waiting to carry on the family tradition.
It’s full steam ahead for MGM Advantage chief executive Chris Evans as head of a fully fledged life company
“To get noticed you need top-decile performance. Once you have the assets, as long as you beat the index then you will do well.”
Sesame Bankhall Group chairman John Cowan talks about his change of role following George Higginson’s departure and the industry’s inevitable move to restricted advice.
Standard Life head of platform propositions David Tiller reveals plans for a wrap-based alternative to pensions for high earners and argues that re-reg will be key if a wrap-platform were to face financial difficulty.
While the world was busy dealing with the RDR in 2013, Alastair Conway says James Hay has been planning for the future and working on product developments
Vanessa Owen, head of annuities and equity release at LV=, champions a joined-up approach to fund retirement
PruHealth chief executive Neville Koopowitz explains the rationale of ’lifestyle health insurance’.
Last week’s announcements likely to have a huge impact on the advice sector.
Investment bonds seem to have fallen out of favour since the RDR but for the right clients they still have their attractions.
Trade body argues advisers have made a lot of RDR progress in a short space of time.
In case you missed it...
Advisers are fed up with all the infighting and divisive comment around their choice of investment service.
The Banking Reform Bill grew from 29 pages at the start to 189 pages when it left the House of Lords.