Recommended

Tom-Kean-MM-Peach-300.jpg

Tom Kean: Confused regulation is holding back advisers

I like to think one of the skills that makes me a decent adviser is the ability to convert complex, illogical and sometimes-opaque notions into bite-sized snippets of information clients might understand. Thirty years in the job has led me to accept, although we live and breathe our subject, that is simply not the case […]

Smith-Thompson

Profile: ‘The future of advice will be more telephone and web-based’

Interrupting clients who were busy watching Coronation Street or bathing their children prompted Rochester-based adviser Jamie Smith-Thompson to establish a telephone-based advice business. The Portal Financial managing director was working as a self-employed adviser, generating his own prospective clients and trying to arrange face-to-face appointments with them when he had his Eureka moment. “I was […]

Data-Corporate-Finance-Business-Pen-Graph-Growth-700x450.jpg
4

PI brokers raise concerns over new insurer Elite

Professional indemnity insurance brokers have raised concerns about the financial strength of new PI insurer, Elite Hoyl Underwriting Management, which offers cover underwritten by Elite Insurance, entered the financial adviser market last month with claims it can halt the trend of escalating premiums. But PI brokers say advisers need to be aware that Elite Insurance […]

RWC poaches staff from Everest for new emerging markets team

UK investment firm RWC Partners has hired 15 staff from Miami-based hedge fund Everest Capital for its new emerging, frontier and Asia equity business. John Malloy and James Johnstone, who left Everest in March to be emerging markets managers at RWC, will jointly lead the new team. Most of the team will be based in the firm’s […]

IHT: What were you doing in 2009?

One of the best sources of new business is your existing clients and, if they are estate planning clients, regular reviews are needed because people’s inheritance tax (IHT) problems tend to only get worse. Now, not a lot of things remain at the same rate as in 2009. If we turn the clock back, it […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment