Finding the right fit; looking for the right DFM
18th April 2018
Discretionary fund managers (DFMs) now play an important part in advice firms' propositions. Click here to read the New Model Adviser Outsourcing…
Six things you need to grow your financial planning practice
2nd March 2018
Can you write a piece about business development? they said. Sure, no problem. If you could focus on the most important things you need to grow a…
Why advisers shouldn’t write off social media
1st February 2018
As anyone who knows me will attest, writing a blog on how to use social media is well outside of my comfort zone. However, I'm becoming increasingly…
A year on, and I’m still worried about DB transfers
1st January 2018
It's a year since I first wrote about Final Salary and Defined Benefit transfers. Plenty of water has flowed under the bridge since then. However,…
The problem with DFMs: Who is the client?
1st December 2017
In my experience, an ever-greater number of advisers and planners are choosing to outsource investment management, allowing them to focus on what…
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…
Beaufort Securities
10th October 2017
There have been a number of extremely negative trade press stories recently regarding an investment company called Beaufort Securities. Formerly a…
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…
Andrew Bennett, Group CEO, Beaufort Group reinforces the case for a truly independent approach to financial planning
4th July 2017
As one reflects on the immense changes the world of financial advice has seen against the back drop of a seemingly never ending era of ultra low…