Business

• Spectre of AI and the threat to wealth managers

  

  What threat does AI pose to family offices and wealth managers in what portends to be a rapidly changing world? Farnoush Farsiar founder of Plato Capital

• Inter-generational wealth management requires digital connectivity

  

  Niral Parekh, managing principal at Capco, says digital connectivity is what’s needed for intergenerational wealth management as envisaged by the FCA

• Do your ongoing reviews deliver value for money?

  

  With value for money a key focus of the FCA’s yet to be completed reviews of RDR and FAMR, Steve Bailey, director of compliance firm ATEB Consulting, considers best practice for advice firms

More Articles

• Advisers increase use of social media for marketing

  

  Social media has become an increasingly popular marketing tool for advisers

• Preparing an adviser business for sale

  

  Stuart Dyer, chairman, Soprano, outlines a sensible approach for business owners looking to exit their business smoothly

• Apricity Compliance launches SM&CR support

  

  Apricity Compliance has launched a dedicated Senior Management & Certification Regime resources area to help firms prepare ahead of the FCA’s December deadline.

• 10 top tips for effective conversations about change

  

  How can we effectively share ideas for change within our firms and ensure that our point is correctly heard?

• Commercial property – options around funding

  

  Denton’s Stephen McPhillips looks at ways for a business to fund the purchase of a commercial property for its use and where the right SIPP provider may prove useful

• What makes for the ideal paraplanner?

  

  Michelle Hoskin of Standards International sets out key principles and behaviours she believes make for the paraplanner advice businesses need both now and in the future

• Regulatory consultations are interesting in a number of ways

  

  Part of my thought process when considering consultations is, what questions should the regulator have asked, and why didn’t they? says Gareth James, head of technical resources at AJ Bell

• MiFID II and the challenges of providing aggregated costs and charges statements

  

  Steve Bailey of ATEB Consulting looks at the rules around aggregated costs and charges arising from MiFID II.

• Where I see the challenges and opportunities in 2019

  

  Dynamic Planner CEO Ben Goss sets out below what he believes the next 12 months has in store for the advice industry

• Taking control of workflow

  

  How can you use your back-office software to stop being a task slave and instead become a task master? Sara Rowe, senior solutions consultant, IRESS has some suggestions