Adviser directories challenged over value and quality of referrals

What is the best way to attract new clients? Is it professional connections? Direct marketing? Word of mouth? Whichever way you cut it, any sustainable advice firm needs to have a reliable way to generate leads. Adviser directories Unbiased and VouchedFor have both upped their efforts to convince advisers why their search and ranking engines […]


Ian McKenna joins Govt’s pensions dashboard panel

Finance & Technology Research Centre director and Money Marketing columnist Ian McKenna, has been appointed to the Treasuy’s pensions dashboard steering group. A pilot version of the pension dashboard is due to be released in March, with the technology available to savers from 2019. The pensions dashboard will allow savers to access information about all […]


Why the next wave of claims is never far away

Advice firms are in the business of providing valued services to clients: financial planning, managing investments tax-efficiently, and for some firms, helping clients to achieve their life goals. This is what the advice profession is built on. Sadly there are all too many stories that detract from this, of rogue firms and misled investors, of […]


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