Interviews

• CashCalc founder Ray Adams talks cashflow software and automated advice

  

  Ray Adams is developing Cashcalc to give advisers greater control of their market and sees automated advice as an opportunity advisers should embrace

• Keith Butten – The kind person we want to join us

  

  Keith Butten, director, MDG-MK, explains the ethos of the firm and the kind of advisers, paraplanners and administrative staff they are looking to join them

• What does it take to lead an adviser business?

  

  Running your own business can be tough. ABR talked to adviser business leaders about the key attributes they believe are needed to be a success.

More Articles

• MDG-MK profile part II: The firm’s fee and charging structure

  

  Keith and Josh Butten explain their firm’s fee and charging structure, which is based on a tri-party benefit for everyone involved in the business

• How MDG-MK is building in growth and transitioning from father to son

  

  Keith and Josh Butten have positioned their firm, MDG-MK, for steady highly profitable growth as well as a controlled transition of the business from father to son

• Transitioning a business from retiring to new directors

  

  Eldon Financial Planning is gradually transitioning the business to a new set of hands. We talked to Gemma Siddle, director of Client Services, about the development and buyout of the business

• Rebecca Taylor talks target markets, younger savers and the impact of robo-advice

  

  ABR talks to Rebecca Taylor, former president of the IFP and managing director of Aurea Financial Planning about the firm’s target market, encouraging younger generations to start saving and the impact of robo-advice

• 3-pronged marketing part of Mather & Murray Financial’s ambitious expansion plans

  

  Mather & Murray Financial founder and director Samuel Mather-Holgate talks to ABR about its three-pronged marketing campaign and the firm’s ambitious expansion plans

• From administrator to adviser and business owner

  

  Steven Rowe tells of lessons learned setting up his business and why the market should look to younger clients and embrace robo advice

• 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

• Balancing client wants with FCA rules and FOS decisions

  

  Joe Macguire, pensions specialist and founder of Beckford James, says when faced with pension freedoms conflicts advisers feel ‘damned if you do and damned if you don’t’

• Ladies Losing Out – No Longer

  

  Boring Money’s ‘Ladies Losing Out’ campaign attracted 65,000 hits, 72% of which were from women, proving that there is a huge market for the one-year-old website

• Keeping it real: File checking for a network

  

  Ruth Preston-Hoar, Quality Monitoring Supervisor for Tavistock Financial, provides insight into how she manages the role for the network