Outsourcing
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Picking up the pieces – how advisers can help after a market sell-off
By Mickey Morrissey, head of distribution, Smith & Williamson Investment Management
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GDPR for advice firms 2020
Steve Bailey, director of ATEB Consulting, reviews GDPR two years on from its implementation in the UK and provides some practical tips.
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How DFM fears could be costing adviser firms
Concerns adviser firms have about using a DFM – costs, performance and having clients stolen – are misplaced fears which could be costing them – and their clients – more than they know
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Staying compliant when using cloud services
ATEB Consulting’s Steve Bailey looks at the FCA’s latest guidance and what it means practically for firms The FCA has updated its guidance for firms outsourcing to the ‘cloud’ to … Continued
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10 tips for choosing the right PR company
How do you choose the right PR agency for your business? Shelly Durrant, account director at Newgate Communications provides 10 top tips
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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
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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
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Why the benefits of platform pre-funding quickly add up
Pre-funding across a broad range of functionality will not only benefit an adviser firm’s clients but it upholds the underlying principles of treating customers fairly
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Do you have a good administrator?
Debbie Condon highlights the value a good administrator brings to the table. Try functioning for a week without one
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Outsourcing your protection business administration
ABR editor Rob Kingsbury visited outsourced protection admin service LifeQuote to see first hand what the company offers and how it operates
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Support group launches web-based digital solution
New service will give adviser firms access to pre-designed website templates and a range of packages offering up to 39 options
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ATEB: We’re not a ‘report and run’ compliance firm
Rob Kingsbury talks to ATEB’s Steve Bailey about the firm’s principles and operations, best practice for staying on the right side of the Regulator and whether the FCA is taking a tougher stance with advisers these days
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Are two investment heads better than one?
Most clients will expect to see their advisers demonstrably managing their investment strategy but in today’s brutal markets making the right decision can be difficult