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From the category archives: Adviser Hub News

Do MiFID II and GDPR contradict one another?

Miles Reucroft of Intelliflo discusses whether these two legislative initiatives are in conflict

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Are financial advisers ready for GDPR?

We recently ran a survey among 270 users of our Intelligent Office practice management system to gauge the readiness of UK financial advisers for the forthcoming General Data Protection Regulation (GDPR). It is, after all, arriving on 25 May 2018.

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Investing ethically: should you encourage your clients to care?

It is Good Money Week. That is the one week a year where the financial services community seeks to raise awareness about responsible investment and how it can benefit businesses and society.

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Do people know the value of advice?

People are still making expensive mistakes with their long-term savings, but how can we get a better message out about financial advice?

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Wary women’ don’t like investments

Women are increasingly ‘wary’ of investments, finds a new piece of research from consumer finance group Boring Money.

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The power of reputation: How can you avoid a Bell Pottinger?

“It takes many good deeds to build a good reputation, and only one bad one to lose it” Benjamin Franklin

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Social media – are you still holding out?

Those holding out against social media may have to accept that times have changed, with 73% of advisers now engaging in some sort of social media activity for business purposes.

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Workplace wellness – what works?

No-one wants a sick and feeble workforce, how can you encourage employees to look after themselves without driving them to drink?

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The Matryoshka Principle: Methodology (Part 2)

In part two of his four part series, Karl Dines explores how the Matryoshka Principle can be implemented to help create robust methodology.

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To trust or not to trust?

The question of how much to trust your employees is a thorny one for any employer.

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