Development

• Feedback on CP 19/25 from 1825

  

  Transferring from a DB scheme is a life critical decision and requires high quality, skilled and impartial advice. Colin Dyer, National Advice Manager at 1825, looks at some of the key issues for financial advice firms

• Paraplanner and compliance training courses opened by Art of Finance for northern cohorts

  

  The Art of Finance has opened registration for the January cohort of the Paraplanner and Compliance courses which will take place in Darlington.

• 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

More Articles

• Advisers increase use of social media for marketing

  

  Social media has become an increasingly popular marketing tool for advisers

• 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

• 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

• Giving great service: What advisers can learn from the Japanese ethos

  

  Anticipation and forethought can help differentiate your service and your business for clients, says Brett Davidson, MD of FPAdvance. The Japanese have a word for it

• Innovation or evolution? What best supports advisers?

  

  When we consider innovation, might we need evolving products, platforms and toolkits to support advisers rather than a requirement for wholesale changes? asks Standard Life’s Alastair Black

• New service helps advisers become directly authorised

  

  Apricity recently launched its Going it Alone service, which helps advisers become directly authorised. We asked MD Cathi Harrison about the challenges advisers face when looking to become directly authorised

• Three marketing lessons from outside financial services

  

  Bryony Thomas, author of Watertight Marketing, provides three examples from outside financial services to inspire and motivate adviser firms’ marketing 

• How many hats can a regulated Supervisor wear?

  

  The role of regulated supervisor is a complex one which requires support, especially for those new to the role, says Apricity MD Cathi Harrison

• Do you want a 2-Star or a 5-star business?

  

  To move a business from good to great and to unleash the full skillset of the owner and his/her team, requires one thing, says Brett Davidson, MD of FPAdvance

• Why advisers should do more video marketing

  

  Video is no longer an optional extra for financial adviser firms – and not just any videos, says David Inglis, director Gadgetline Films