16 March 2017


Build your advice firm so people do the jobs they like

Human nature encourages us to think we are indispensable and this is especially so in our work. How many times do you hear people ask: “What would they do without us?” or tell someone: “They’d be lost without you”? For advisers, however, the opposite is true. If something happened to you, your clients would continue […]


Ian McKenna: Advisers can cash in on new robo-advice options

Last month saw the launch of Dynamic Planner’s Access Advice; another significant option for advisers who wish to offer their clients automated advice. Distribution Technology has approximately 7,500 users of its Dynamic Planner system. Add to this the 14,500 users of Intelliflo’s Intelligent Office (which provides the Automated Advice function) and, while there will be […]


Under the bonnet of fund research agencies: Morningstar

If there is one name that comes to mind when discussing research agencies, it is Morningstar. Asset managers make the headlines when a fund has won or lost a rating from the group thanks to its global reach and reputation. Morningstar has enjoyed market domination for years and acquired its main UK competitor at the […]


Can a professional body alliance build public trust?

Professional standards in financial advice have come a long way in recent years, but consumers do not necessarily know that. How can the industry earn their trust? Earlier this month the Chartered Insurance Institute, the Chartered Institute for Securities & Investment and the Chartered Banker Institute joined forces to promote professionalism and build trust in […]

Mind the gender pay gap in financial services

International Women’s Day on 8 March was an opportunity to celebrate the social, economic, cultural and practical achievements of women. Celebrating women’s achievements dates back to 1909, when the US first designated a day to honour the garment workers’ strike in New York the year previously, where women protested for better pay and shorter working […]


Claire Trott: We need a fresh look at pensions in divorce

Pension simplification and the freedom and choice regime have changed the face of retirement so significantly the impact on areas such as divorce cannot be ignored. Technically, we still have three options to deal with pensions in divorce settlements: offsetting, earmarking and sharing. But are they still viable in today’s environment? All have been affected […]


Profile: London Wall Partners’ boss finds the key to client relationships

Attention to detail and personal touches can make a big difference to any relationship, not just that of an adviser and client. But according to London Wall Partners chief executive Nick Fletcher, one key ingredient determines whether a relationship is built to last: sincerity. You can roll out the red carpet for someone but, if […]


Mel Kenny: Advisers are worth their weight in gold

Back in the day, the things you could do for a client could be described on the back of a fag packet: life cover, a savings plan and a mortgage for a life of 2.4 children in a strong family set-up. All other money was used to buy stuff like there was no tomorrow and […]


Mark Mobius: Investing in the travel revolution

With improved infrastructure and better access to reasonably priced flights, more travellers are now able to explore exotic locations they had previously only read about or seen on television. And it is not just those in developed markets seeing the sights. Many people living in emerging markets now have more discretionary income available to enjoy […]