Friday, July 28, 2017
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PI scheme futile without professional status: academic

A professional indemnity (PI) insurance scheme, similar to the one used in law, would not work in financial planning because it is not a profession, a leading academic says.

Reflection: Managed accounts herald wider change

Firms that take a big-picture approach use the resources freed up by a move to managed accounts to focus on the services that clients value most.

Prime Millennials for engagement through digital advice

Advisers should use digital technology to engage Millennials now, with a view to overcoming trust issues and “harvesting” them later in life, the FSC Leaders Summit has heard.

Sense of style: know the 5 ways clients engage

There are five styles of clients and knowing what kind is in front of you can help generate value for you and the consumer, a panel at the FSC Leaders Summit heard.

How managed accounts help you create value for clients

The benefits to your business of managed accounts are not typically things clients value – but they can give you the resources to deliver what consumers want.

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Big data finally reveals how retirees really live

The industry needs quality data and analysis to help clients plan for retirement. Milliman's Wade Matterson proposes a solution.

The truth about death and reversionary pensions

The new transfer balance cap will require trustees to take care in making decisions about how to handle benefits for members who die while receiving an account-based pension.

Good benchmarks, bad benchmarks and how to choose the right one

Benchmarking is essential in investing but its value depends on planning it wisely. Here are some things to keep in mind for a benchmark that accurately measures success.

Focused on protecting clients in a crisis

Limiting exposure to debt, cutting reliance on property and buying overseas assets are among the steps David Alder has taken to lessen the impact of another GFC on his clients.

Now is not the time to hedge against most currency exposures

Currency diversification remains one of the easier ways for investors to diversify their portfolios reliably in the event of a serious downturn.

Business changes rapidly; your marketing strategy must keep pace

Whether you’re a financial planner or a sales and marketing consultant, the ability to adapt to the marketplace is crucial to your success. Easier said than done.
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