Outsourcing

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• New discretionary research tool compares by proposition and 20 individual points

  

  New discretionary fund manager research tool, Compare, has been launched by DISCUS, to help advisory firms examine brands by type of proposition and up to 20 comparison points from a … Continued

• Proper and compliant use of introducers

  

  A look at the FCA’s investigation into use of introducers, where adviser firms have come unstuck, and how to use introducers properly and compliantly