Featured Homepage Posts

PI scheme futile without professional status: academic

Friday, 28 July 2017

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

Friday, 28 July 2017
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

Thursday, 27 July 2017
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

Thursday, 27 July 2017
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.

    Have your say

    Will the measures announced in the budget affect your clients?
    Vote Now