Wealth Management

How integrated is 'integrated'?

Mark Loosmore assess the evolving world of integrated adviser technology.

Retirement

Tech key to re-engaging consumers

Chris Pitt discusses re-engaging UK consumers with saving for their future.

Retirement

Optimising client income in retirement

Mark Loosmore considers the new pension freedoms.

Retirement

The Case for Advice: At Retirement Report 2014

Andrew Simon discusses the findings from IRESS' inaugural At Retirement report.

Industry

IRESS takes to the road

Mark Loosmore reflects on a very busy event season for IRESS, with our Adviser Office and Mortgage & Buy to Let roadshows connecting us to over 500 of our clients across the UK.

Wealth Management

The evolution of the paraplanner

Paraplanning is not just a report writing service. Johann Koch believes that paraplanners are fundamental to the success of advice firms.

Wealth Management

RDR: One year on

It's been a year since RDR came into force. Mark Loosmore discusses some of the changes he has witnessed as a result of these new regulations.

Wealth Management

What next for FoFA?

FoFA, RDR and CRM2 - regulations are impacting the financial services across the globe. Andrew Wootton looks at what financial planners in Australia and the UK can expect next.

Industry

Insurance and the quantified self: Game-changer or gimmick?

Can health and lifestyle data enhance the future of the insurance industry in a way that mutually benefits providers and consumers? Mark Pearce explores this concept.

Retirement

Opportunity knocks: How technology supports corporate advice

Auto-enrolment is an obligation that employers can't take lightly; corporate advice is in high demand. Mark Loosmore looks at how technology can support advisers in this area.

Industry

Analytics & big data: Predicting the future

No matter what the size of your business, data is central. How can big data or analytics help you maximise its value? Mark Pearce suggests some best practice techniques.

Wealth Management

Delivering real client value

Chris Pitt suggests how financial advisers can demonstrate their value to clients, especially with RDR now in play.

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