4 May 2017

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Marrying film and finance to engage clients

It is often said aspiring writers should write about what they know. So when Solomons IFA principal financial planner Dominic Thomas started a financial planning blog on his website, it made sense to weave in his love of the arts. Thomas uses references to the plots of films, television shows, plays and books in his […]

Nick Bamford: Learning from your mistakes as an adviser

Advisers can learn from their errors if they are willing to admit mistakes In my first job many years ago, I learned two important lessons that still influence me today. My manager had a rule: the telephone rings just once. He knew the importance of customer care, as well as the disturbance to the rest […]

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Mike Morrison: DB transfers have finally hit the mainstream

On the days I work from home, I am often able to drop my daughter off at school around the corner. Last week, mission accomplished, I was just about to stroll home when one of the other dads sidled up to me for a word. He wanted to confirm I still dealt with pensions and […]

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Transact chief Taylor: Advisers shouldn’t pay for platforms

Transact chief hits out at argument all platforms are the same and the market’s focus on price Though usually unflappable, there are several things currently bothering Transact chief executive Ian Taylor. One is the fact the term “platform” is not well defined, especially because not all platforms are the same. This is of particular note with […]

Why the unloved healthcare sector deserves a closer look

Healthcare has been one of the most unpopular areas of equity markets for the better part of two years, but one where opportunities for sustainable growth continue to be found. To better understand the current situation and what the near-term future holds, it is helpful to review the bull and bear markets the sector has […]

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Neil Liversidge: Advisers shouldn’t shy away from the media

IFAs should be brave and take up opportunities to build their profile Rowley Turton director Scott Gallacher’s recent article in Money Marketing encouraging advisers to build a media profile called to mind my own experience of working with the press. When I set up West Riding in 2004 following my redundancy I had no clients […]

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The future of the FOS: Has it turned a corner with advisers?

Advisers have welcomed the Financial Ombudsman Service’s attempts to engage with them more as it tries to get a firmer grip on costs and efficiencies. In its latest business plan and budget, published last month, the FOS said it would cut nearly £32m from proposed spending, as staff costs in particular would be squeezed. Industry […]

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Paul Lewis: Why the FCA must shake up adviser websites

Businesses generally say they welcome competition. Because competition is a “good thing”. Unlike Government interference, which is a “bad thing”. It distorts the market, and distorting the market is always bad. Very bad. Especially when done by politicians. All that is nonsense, of course. Firms do not want competition. The ideal state for a business […]