Highly efficient platform technology that complements the advice and service proposition will be key to thriving in the approaching regulatory environment. Peter Jordan gives details.
Every financial adviser who builds up their own business wants to know they are creating a prized asset. Jasper Berens assesses the attributes that matter to embed long-term value into your business.
As founder of the Institute of Customer Service, John Tomlins, Skandia’s Chief Operating Officer, is committed to delivering – and promoting – world-class standards.
Graham Bentley looks at how economic factors affect portfolio building and how creating robust, auditable and client-focused processes can ensure the best possible outcomes for clients. ...read more
Two leading fund managers answer questions on how they have been investing in the current economic environment and why active fund management can still provide the returns that will match clients’ e...read more