Latest

Martin Greenwood Tenet 700.jpg

Tenet says PI offering has boosted business

Support service provider and network Tenet says its “competitive” professional indemnity insurance offering has helped the firm overcome a “challenging market environment” to increase revenues. The group has posted a 13 per cent in earnings before interest, tax, depreciation and amortisation to £2.5m for the twelve months to 30 September 2018. The firm’s full accounts […]

How to get referrals right

Three advisers with very different referral strategies share their tips Referrals are a great way to build your client base, but how do you get them and what do you do if a client referred to you is unsuitable? Three advisers share their experiences. Attention to detailRather than asking existing clients for referrals, Financial Planning […]

CISI and Australian finance body introduce new ethics test

Australian financial services professional body FINSIA will be introducing a new ethics test for bankers and securities market professionals, it has announced. It has partnered with the Chartered Institute for Securities and Investment to develop the test, which comes in the wake of a Royal Commission that has shed light on poor practice across advice, […]

1

Could network training schemes cause adviser bias?

With so many firms struggling to hire talented advisers, should the place where candidates have trained determine the kind of advice they give?  The number of pathways into the advice profession has increased significantly over the past decade in a bid to encourage new talent. Coupled with the rise of vertical integration and increased competition […]