Business and Development
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Lessons From The Fire Drill
Nick Samouilhan, multi-asset manager at Aviva Investors, learns some strategic lessons from the US Fed’s summer “QE Drill” Every Friday at 10:00am,…
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IFA Centre To Review Its Plans
IFA Centre has announced that, following the promised 2 year review of operations, it will continue to operate as a not-for-profit membership…
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Wealthy Clients Need Different Strategies
Investment Strategies For the Well-Heeled Investor Can Look Quite Different, Says Kam Patel It isn’t every day that we discuss the…
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What Our Clients Really Think of Us
Compeer's Mike Levy on a forthcoming conference in November: 2013 has been a year of major regulatory change for the wealth management,…
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IFA Centre, and Why We Need Change
Gill Cardy Reflects on 25 Very Fast Months A week may be a long time in politics, but 25 issues of…
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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…
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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…
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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…
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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…
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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…
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