The industry has experienced much change recently which means what advisers need from fund managers has also evolved. Vanessa explores what fund managers can do to help you and your clients.
Under the leadership of Mark Rantall, our industry has grown stronger, raising standards of professionalism and shifting public perceptions of financial services.
I’m often asked about Infocus’ strategy and the things we think about in order to ensure we can compete effectively. A sensitive topic to write about to be sure, however I wanted to provide some insight into our own thought process to help you with some ideas in your own business, writes Rod Bristow.
As we come to the final edition of No More Practice for 2014, I thought it worthwhile reflecting on the year that has been. It has been a mixed bag for our industry really.
The advent of FOFA now provides a public reference point to use when explaining to clients (and potential clients) how you’re one of the few who actually want to put their interests first and act as a true fiduciary.
Imagine if the financial services industry had its own TripAdvisor system, your practice could live and die by a client’s review, writes Mark Ballantyne General Manager Financial Wisdom.
For those of us in the financial planning industry, the recent change of government could mean some considerable changes to the way we operate our businesses, writes SIRA founder and principal, David Bannister.
With the FoFA reforms now live, there’s a lot of discussion lately around which financial planning assets are more attractive when considering either buying or selling, writes Malcolm Arnold, Head of Client Succession, MLC.
To be efficient, proficient and profitable in the post-FOFA world and beyond, planning businesses need to corporatise their offering, says Matt Englund, managing director of Securitor & Licensee Select.
Infocus Chief Executive, Rod Bristow explains how technology platforms helped him transform his business to a FoFA compliant and more profitable model.
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