View more on these topics

Owen James sets new mark for IFA survey

Owen James has launched its third IFA performance benchmark, an annual survey identifying the key value drivers of adviser business models.

Last year, over 100 IFAs representing a cross-section of different business models took part in the survey and the firm is looking to beat the number this year, arguing that the need to understand the impact of the economic environment on businesses has never been greater.

The annual survey, which is sponsored by Invesco Perpetual, is open for three weeks and will make its findings available to participants on May 19.

Joint managing director James Goad says: “The objective of the benchmark is to highlight standards in efficiency and profitability and begin to understand what drives true value in IFA businesses.

“Given the diversity of IFA business models in the market, participants will once again have an opportunity to use the online business planning tool which will enable them to make peer group comparisons and appreciate the effect that the different scenarios will have on their profit and loss levels.”

Philip J Milton & Company managing director Philip Milton says: “The objective at the moment is survival. It is a case of going back to the basics with care, attention and service, with the hope that you will have enough money to see yourself through.”

Recommended

TSC MPs call for Lord Myners to go

MPs in the Treasury Select Committee have reportedly called for embattled City Minister Lord Myners to resign after new evidence was submitted about Sir Fred Goodwin’s pension.

Large-cap growth alpha thesis: seeking risk-adjusted excess returns

Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com