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Tisa launches technology innovation group

Tisa has established an industry-wide group focused on technology innovation in financial services and how it can be used to change consumer behaviour. The group will work closely with Tisa’s other policy councils to determine where technology can be most effective in increasing the level of savings in the UK. The technology innovation council will […]

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Dennis Hall: Finding a middle ground with clients

I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]

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Can big data make protection simple?

Discussions about simplifying the underwriting and application process for protection products throws up the use of big data by insurance companies. But can the use of data already being generated really be simple? Big data refers to the huge amount of data available from a range of sources. Databases and official records are nothing new […]

adviser-clients

The business case for outsourcing

Simon Cooper, Head of DFM Business Development at Cazenove Capital, explains how outsourcing to a DFM can help grow an adviser’s business. Simon also covers how outsourcing can free up valuable time for advisers to focus on building their client relationships along with more in-depth financial planning. For more information please visit our website at cazenovecapital.com

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