Our Blogs

Business efficiency is key to a great client experience

Edden Kift - April 22, 2022

In the latest edition of the Blue Chip Journal our SA Head of Business Solutions, Edden Kift shares a Business Efficiency Guide with the aim to provide an opportunity for you to see how you run your business relative to your peers and provide insights on what else you could be doing.

Let’s Talk Investments Conference - The Paradox of Choice

This month I attended the ‘Let’s Talk Investments 2022’ Conference organised by Frank Mulchay of...

DIY investing: threat or opportunity for ambitious advisers?

At our last ‘young adviser’ networking session we discussed the growth of DIY investing among young...

How to thrive in a business world that’s never going back to ‘normal’

I recently blogged about attending this year’s Richmond PIMS forum, which was a marathon of 30...

Tilting towards Value: is it a good idea?

Last month I wrote an article for New Model Adviser that suggested investors should be tilting...

No business gain without some pain

One of the benefits of being part of a global group is that we can draw on the expertise of...

How to Successfully Grow an Independent Financial Planning Business – Insights from South Africa

Last week I was delighted to be able to introduce a South African adviser partner of...

Vanguard financial advice service…should advisers be worried?

The launch of the Vanguard Financial Advice Service was widely reported recently, with some...

When standing still means going backwards

Recently an acquaintance told me about an adviser friend who hasn’t taken on any new clients since...

Take control and save yourself from Covid Groundhog Day

The start of 2021 may feel a bit like Covid Groundhog Day but remaining positive and focusing on...

Don’t fall foul to the ghosts of Christmas past

Like a dropped pack of cards, 2020 took the old order of traditional working practices and left...

Top business-building tips from active advisers

We regularly bring together a group of Millennial-age advisers to share insights and discuss issues...

Avoiding a business lockdown lull: advisers give their tips

As England settles into a second lockdown and other parts of the UK grapple with how life should...

Financial advice: doomed to shrink or poised for expansion?

A recent survey by CoreData into the impact of the coronavirus pandemic on the UK financial advice...

Better than “business as usual”

I’m not sure what I expected from the Covid-19 lockdown but signing up multiple new adviser...

How to design your future…think outside the box

When it comes to structuring a business for long term success, it’s worth thinking outside the box....

Four ways to improve your business

Everyone’s busy but sometimes it’s good to take time out to delve into a topic that has the...

How will you compete?

Undoubtedly one of the biggest stories so far in 2020 in the financial services world (and we’re...

What’s your strategy for change?

Change is on many people’s minds at this time of year but thinking about doing things differently...

Be careful what you ask for…

One of my key reasons for joining PortfolioMetrix was the great feedback on them from their adviser...

Beware the disruptors… they’re coming to get you

The summer holidays are always a good time to take a bit of time to reflect…whether about life in...

Will you be a financial business winner or loser this year?

Britain is (finally) back at work. In offices around the country there is a focus on the future,...

Smart, not hard

Putting the hours in has always been linked with success in business but these days it’s not about...

Segmentation and its role in attracting the right clients

Updated: 23 March, 2020

Is the DIY investment model holding your business back?

Platforum, the research and insights company that works with UK platform providers, fund managers,...

Keep talking

A recent email I received had a link to the findings of a survey conducted with 1400 advisers in...

Discretionary permissions: big win or small window of opportunity?

According to a recent article in Money Marketing, more advisers are looking to bring investments...

Charity begins at home

This week we announced that we’ve reduced our fee in the UK by over 40% for registered charities....

No gain without pain

Almost three weeks into ‘dry’ January and the strategy of no alcohol and eating healthily is paying...

Grassing on the competition

Two articles caught my eye last week. The first was an interview in Professional Adviser with the...

Change: As good as a rest?

Received wisdom is that nobody likes change. Is that really true? Surely change is what keeps life...

I'm interested in

Business efficiency is key to a great client experience

Let’s Talk Investments Conference - The Paradox of Choice

DIY investing: threat or opportunity for ambitious advisers?

How to thrive in a business world that’s never going back to ‘normal’

Tilting towards Value: is it a good idea?

No business gain without some pain

How to Successfully Grow an Independent Financial Planning Business – Insights from South Africa

Vanguard financial advice service…should advisers be worried?

When standing still means going backwards

Take control and save yourself from Covid Groundhog Day

Don’t fall foul to the ghosts of Christmas past

Top business-building tips from active advisers

Avoiding a business lockdown lull: advisers give their tips

Financial advice: doomed to shrink or poised for expansion?

Better than “business as usual”

How to design your future…think outside the box

Four ways to improve your business

How will you compete?

What’s your strategy for change?

Be careful what you ask for…

Beware the disruptors… they’re coming to get you

Will you be a financial business winner or loser this year?

Smart, not hard

Segmentation and its role in attracting the right clients

Is the DIY investment model holding your business back?

Keep talking

Discretionary permissions: big win or small window of opportunity?

Charity begins at home

No gain without pain

Grassing on the competition

Change: As good as a rest?