Business and Development
-
Dear CEO Letters: Suitability and Risk Profiling
By Matthew Hunt, Prospect Wealth Management In 2012 the FSA identified “significant widespread failings1[1]” following their review of a sample of 16…
-
Thinkers – Joseph Stiglitz
Strangely anonymous One of Time Magazine’s 100 most important people who ever lived, and the third most cited economic authority in the…
-
Crowdfunding Is For Everyone
By Julia Groves, chair of the UK Crowdfunding Association Last week, crowdfunders sat side by side with members of the Financial Conduct…
-
Client Service Matters More Than Ever
Ian Price, Divisional Director for pensions at St James’s Place, takes a spanner to some old assumptions about who should do what…
-
Recruiting the Best People? Grow Your Own
Moneyball! It's the way to go, says Recruit UK’s Stuart Leaney. Moneyball? What am I wittering on about this month, then? Isn’t that some…
-
Abbie Tanner: Client Segmentation Matters for IFAs
Client segmentation sounds tough, says Abbie Tanner, but it’s a key priority if you want to allocate your costs effectively: Do you…
-
Buffett is Back
And to think. Only days ago, we were being told that the real cyclically-adjusted price of US stocks was putting them above…
-
IFAs: Reasons To Be Cheerful
Happy Days Are Here Again, says Richard Harvey. But IFAs should Keep the Tin Hat On, Just In Case.. When it comes…
-
What LinkedIn Can Do For You
Social Media Won’t Go Away, Says Recruit UK’s Stuart Leaney. Here’s How to Optimise Your LinkedIn Profile July 2013 LinkedIn has just…
-
Smash And Grab. Cars, Pensions and Customer Service
When it comes to pensions, IFAs know better than anyone that it’s people that really matter. Xafinity’s Andy Bowsher on the importance of…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.