Investment management: delegation without abdication?
1st November 2017
I recently read an article by Chris Gilchrist in Money Marketing. I'm perfectly willing to concede a degree of confirmation bias is at play here, as…
Change, or we die
1st October 2017
Change is the law of life. And those who look only to the past or present are certain to miss the future. John F Kennedy. I'm a great believer in the…
Your exits are here, here and here
1st September 2017
As we head into the Autumn, the dulcet tones of the in-flight attendant may seem like a distant memory. But those oft-quoted words have got me…
A game-changer if you work with solicitors
1st August 2017
'Game-changer' is a cliche, I'd usually steer clear of using. Today though, I'll make an exception. I'm referring to new rules, being introduced by…
Why I’m getting more worried about Final Salary transfers
1st July 2017
It was way back in February that I wrote my first blog. The subject was pension transfers (specifically Final Salary and Defined benefits schemes, to…
Which is best, network or direct authorisation? The definitive answer
1st June 2017
There are certain topics which get our profession hot under the collar: Active v passive Displaying fees on websites Network v direct authorisation…
Nine things to think about before you move network
1st May 2017
We all know there are two ways for your business to be authorised; directly to the FCA or via Appointed Representative status, usually through a…
Why every adviser needs a compelling website
19th April 2017
I'll happily admit to remembering the pre-internet age. I look back now and wonder how we ever survived without email, Google and the myriad of…
9 practical tips to help you develop professional connections
6th April 2017
If I asked 100 advisers for their ideal source of new clients, I would place a hefty bet that most would say recommendations from existing clients.…