Communication

Cyber Security

Financial advisers risk underestimating cyber security

Advisers risk underestimating the threat of cyber crimes, analysis from NextWealth, on behalf of FundsNetwork has suggested. The survey of 206 advisers showed that planners are primarily concerned with the challenges presented by compliance and changing regulation – with only a small percentage worried about attacks on their systems or managing clients’ concerns about cyber […]

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PFS offers toolkit to promote chartered status

The Personal Finance Society has produced a toolkit to help advisers showcase their chartered status to clients. The Corporate Chartered toolkit will offer documents that explain what consumers can expect from a business that has achieved chartered status. It will provide firms which have achieved the standard with a chartered wall plaque and window stickers […]

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VouchedFor steps up ‘spot checks’ on adviser reviews

Adviser directory VouchedFor has confirmed it has increased random spot checks on reviews for planners, hoping to better crack down on poor quality of service. In correspondence seen by Money Marketing, the adviser review website says it has “recently stepped up” its examination of clients’ feedback since April to ensure reviews are from real customers. […]

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Money Marketing signs up to diversity initiative The 50:50 Project

Money Marketing has signed up to The 50:50 Project, a new initiative to increase female representation in news reporting. The project, which was started by the BBC, encourages media organisations to monitor how often they feature female contributors. Money Marketing will be collecting data on the gender balance of the contributors we use with a […]

Market volatility can precede big falls
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Successful advisers must make clients understand volatility

The key to successful advice is making clients realise the difference between temporary volatility and permanent loss, an American financial adviser has said. Speaking yesterday at the Science of Retirement Conference in London, author and coach Nick Murray gave financial advisers tips on how they should approach their clients. Murray is based in the US, […]

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Big firms steal march in top-rated adviser guide

Large firms have seen their representation increase in adviser directory VouchedFor’s annual list of top-rated financial planners. More advisers from the likes of True Potential, Foster Denovo, Origen, and Hargreaves Lansdown – which has around 100 of its own advisers – are represented in the list this year, VouchedFor says. The list features a total […]

Five minutes with…The Lang Cat’s Steve Nelson

Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]