19 October 2017

Providers must pass the personality test

When examining the impact of brand, advisers have a far higher propensity to do business with providers and platforms they regard as “warm and personable”. There is no point in dismissing this as fluffy bunny nonsense; hard data from our Adviser Influence Guide has uncovered the influence of personality on adviser behaviour. From a brand […]

Lisa Winnard: How to keep your best advisers happy

As HR director, a significant proportion of my job is focused on ensuring we have the right culture with the right people in the right roles. This helps us to deliver our business objectives and ensure it is always fit and ready for the future. Analytics experts Gallup tracks a range of employment, leadership, performance […]


Pete Matthew: Breaking away from percentage charging

I recently took a client to dinner. He had referred another client to me and I wanted to say thanks. What was meant to be a pleasant social occasion turned into a two-and-a-half hour mentoring session, as the client grilled me on the future of financial planning and how I was preparing for it. This […]


Mark Mobius: Celebrating 50 years of ASEAN

The Association of Southeast Asian Nations celebrated its 50th anniversary this year. The regional cooperative was established in 1967, with Thailand, Indonesia, Malaysia, Philippines and Singapore as founding members. Brunei Darussalam, Vietnam, Lao PDR, Myanmar and Cambodia later joined. Back in 1967, the region was filled with strife, and the association was established to help […]