Outsourcing

• 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

More Articles

• 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

• New outsourced paraplanning firm offers range of options

  

  Integrated Paraplanning Solutions offers self-serve, modular and full paraplanning services, and pension transfer specialist work

• Suitability, due diligence and kicking the retro-fitting habit

  

  The FCA is right, suitability and due diligence should start with the client’s objectives – but how often do we get neat, clear and actionable client objectives with which to work?

• Off-the-shelf paraplanning tools launched by Para-Sols

  

  Outsourced paraplanning company Para-Sols has launched a range of off-the-shelf products to assist advisers with their internal paraplanning processes

• Richard Allum’s story is a salutary lesson for all small business owners

  

  When Richard Allum fell seriously ill he realised just how vulnerable his business was and the kind of people he had in his team, he tells Rob Kingsbury

• DFMs: Predator or partner?

  

  While today adviser / DFM arrangements should work as partnerships, there is still much to be discussed as part of the selection process