Operations

• Not just about ‘keeping the lights on’

  

  Operating under lockdown conditions during the current crisis has meant going beyond maintaining systems and services, says Anthony Rafferty, Managing Director of Fintech Origo

• 5 ways your productivity can be improved

  

  Shyamal Parikh, founder of SmartTask, an online work management tool, suggests five ways task management can contribute to your productivity

• 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

More Articles

• Cyber resilience within financial advice firms

  

  ATEB Consulting’s Steve Bailey looks at ways financial advice firms can guard their businesses against cybercrime

• 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

• 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

• 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

• How independent are you?

  

  Steve Bailey, director ATEB Consulting, looks at how the definition of independence has changed, the errors still being made by firms in their disclosure documents, and what action firms can … Continued