I have noticed a new trend among advisers at conferences lately. Instead of boasting about the number of clients they have or the size of their cases, all the talk now is about how little they are working. This struck me the most when I was listening to someone extolling his recent yachting trip. The […]
Innovative firms have spurred on technology providers, driving them to bring out new solutions to speed up processes. The protection industry is not like other industries. We have complex products, generally sold via an advised process, using fragmented tools and distributed within a highly regulated framework. Growth in our market needs a combination of factors […]
The Liberal Democrats have called for contingent charging on pension transfers to be banned because it is “against the public interest”. Stephen Lloyd, the Liberal Democrat spokesman for work and pensions, argues it is impossible for advisers to give impartial advice when the adviser only gets paid if the consumer chooses to transfer out. This […]
New Centra system is a powerful tool that can deliver major benefits for members Technology is the adviser’s best friend when it comes to reducing costs, increasing profitability and delivering consistent compliance. The history of technology companies providing solutions that advisers find it easy to work with is chequered, but it is fair to say things are […]
By Kunal Desai, head of Indian Equities at Neptune Returning from a recent research trip, Kunal Desai asks three key questions: first, do prime minister Modi’s reform policies still offer hope for investors; second, what exactly is required to drive an earnings upgrade cycle; and finally, which areas of the market do we believe are […]
- Top trends
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