Recommended

2

How advisers prove their value for money

One of the fundamental questions for advisers is how they demonstrate their worth to clients. This is crucial if they want to attract new customers to the business, as well as keeping existing clients happy that they are getting value for money. FCA regulations may stipulate key feature documents and a list of adviser charging […]

4

Phil Young: Don’t bother with business books

So-called management gurus can cause a lot of damage with their advice The origins of the ‘guru’ are found in the US Constitution’s Bill of Rights, which guaranteed freedom of religion. It triggered a growing and competitive market for religious sects in the States, with new, evangelical ones gaining a 70 per cent market share […]

Tim Sargisson: The answer to increased costs and reduced resources

Putting the right people in the right positions with the right training is the single most important thing a chief executive can do. With the right team, everything is possible. For advice firms, the right team will include qualified advisers, as well as paraplanners and administrators to provide support. However, margin pressure is now building […]

India rate cut – more to come?

Kunal Desai, Head of Indian Equities at Neptune Investment Management India’s stockmarket rallied this week following news that the central bank was cutting interest rates more aggressively than expected. Commenting on the rate cuts and what this means for India’s economic growth, Kunal Desai notes that there were two important details in the announcement that have […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment