It’s good to talk
An often overlooked but nonetheless crucial determinant of a successful acquisition is a firm’s communication plans. Retiring IFA founder Stephen Hagues looks at how to get your mess...
Adviser-Hub 28th Sep 2016
Alternative thinking - Lend an ear
Daniel Kiernan, research director at Intelligent Partnership, considers whether the time is right for advisers to start using peer-to-peer lending as part of their investment proposition...
Alternative thinking - Venturing forth
The inability to purchase VCT shares in the primary market via a platform has provided a longstanding headache for advisers. However, things are looking up, and shares in VCTs can now be bought b...
An Introduction To LinkedIn
You will no doubt have heard of LinkedIn - you may even be a member - but what actually is it and what can it do for you? In this article, Adviser-Hub explores what it is that sets LinkedIn apart fr...
Adviser-Hub 27th Sep 2016
Week in focus - Absolute return: fit for purpose?
The Targeted Absolute Return sector has come in for another kicking: it is subject to a regulatory review and is currently suffering its worst relative performance since the Financial Crisis. Is thi...
Adviser-Hub 14th Sep 2016
UK Fixed Income - Expectation management
Ana Gil, fixed interest investment specialist at M&G and Bond Vigilantes blogger, comments on the findings of the Q3 edition of the M&G YouGov Inflation Expectations Survey On...
Bending with the wind
The 2015 Autumn Statement and Spending Review confirmed George Osborne’s reputation as a politically and economically pragmatic Chancellor, says Stephanie Flanders, chief market strategist (UK...
Hunting high and low
Richard Dunbar, senior investment strategist – investment solutions at Aberdeen Asset Management, considers where income-seekers should be looking in order to generate positive returns in the...
Equity Income Opportunities Around the World
Amaya Assan, senior investment research analyst, Square Mile Investment Consulting and Research There is a myriad of dividend strategies aiming to exploit opportunities for income from equities...
Hope and hype
The ECB may have disappointed markets with its latest policy measures but, says Azad Zangana, senior European economist and strategist at Schroders, investors should have paid more attention to the...
US interest-rate outlook dominates attention in August
Investor sentiment during August was influenced primarily by the outlook for US interest rates and ongoing volatility in the price of oil. August 2016 Better-than-expected US jobs data has h...
Where are the market opportunities and risks?
Schroders annual investment dinner saw a number of the firm’s fund managers exchanging views on potential opportunities in markets around the world. Here is a round-up of their insights into a...
Charting the UK equity market
The following article on investing in the UK is an edited version of one of J.P. Morgan Asset Management’s Portfolio Discussions and Quarterly Perspectives, which are designed for advisers to...
Expectation management
Four members of Invesco Perpetual’s Henley-based Fixed Interest team review how bond markets fared through 2015 and assess the asset class’s prospects for 2016 and beyond We are mov...
When bigger is not necessarily better
Ben Lofthouse of Henderson Global Investors explains why bigger does not necessarily mean better when it comes to investing in global equity income History shows that dividends from the highest...
Where do we go from here?
Tim O’Neill and Eric Lane delve into some of the trends, themes and cycles that investment professionals at Goldman Sachs Asset Management believe will have important investment implications in...
Communication Example
ISAs are hugely popular, and their quick and easy application process makes them a prime candidate for mailing activity. However, if you want to ensure that this process is efficient and cost-effectiv...
Adviser-Hub 13th Sep 2016
Gold in them thar portfolios?
Ian Muirhead, Chairman, SIFA During periods of market uncertainty, investors often make a beeline for the perceived safety of bonds, cash, or gold – and, amid meagre returns on bonds and...
Are you sat comfortably on your assets?
Tom Nall, Workplace Solutions Director, SimplyBiz Group shares his insights on good practice for advisers offering workplace and employee benefits. The advent of auto-enrolment has helped to in...
Valuable feedback
[slider=business-page] Valuable feedback Getting feedback – and responding to it – is hugely important for advisers. The more feedback you receive, the better you w...
Tough Times
Bad news is never as easy to impart as good news. However, during periods of economic or stock market uncertainty, it’s even more important to communicate with your clients and ensure that they...
Managing Time
If you want to do every aspect of your job properly, you need to ensure that you manage your time effectively. Although you shouldn’t ignore minor issues – after all, they can turn into ma...
Managing Staff
When your business is growing, you need to ensure that your workforce can keep up the level and quality of service that your clients have come to expect. Therefore, you need to ensure that you have th...
Competition
Although it might seem counterintuitive to consider doing business with a competitor, there are sound reasons to consider such a strategy. Your competitors are best suited to understand what you do, a...
Communication
Effective segmentation is a powerful tool which enables you to understand your client base and tailor communication strategies in the most appropriate manner. Client segmentation enables you to inc...
Protection Review: Writing Awards Entries
Winning ways Putting together a successful award entry may be time-consuming but it can bring many benefit for a business, says Kevin Carr, chief executive of Protection Review. Here he offe...
Website insights
Website insight With your website a great way to help clients better understand their protection needs, Kevin Carr, chief executive of Protection Review, runs through 10 things you can put on it...
Protection Review: Unlikely Sales Aids
Another world In addition to the protection information provided by insurers, says Kevin Carr, chief executive of Protection Review, there is another world of supplementary data. Here i...
Protection Review: Life Insurance
Life's rich pageant With life insurance one of the most commonly bought protection products in the UK, Kevin Carr, chief executive of Protection Review, takes a look at the pros and cons...
Adviser-Hub 12th Sep 2016
Hybrid life and care protection insurance plans
A new era for protection? Kevin Carr, chief executive of Protection Review, highlights the recent launch of a new kind of insurance product and wonders whether it represents the start o...
Protection Review
Don’t let the rabbit win That there are more rabbits covered by pet insurance in the UK than people with income protection is just one of a number of figures revealing the scale of the task...
A Successful Brand
Welcome to the 'best of' articles written for Adviser-Hub by Brett Davidson, chief executive of FP Advance. The articles include hugely valuable information and ideas that you can take and p...
Effective Business Plan
Depth of Knowledge
Achieving 'buy-in' to transition planning
Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of s...
Adviser-Hub 9th Sep 2016
Generating referrals
Client Seminars
VAT & Financial Advice
Cherry Reynard offers a series of business briefings, looking at some of the key ways advisers can improve their business proposition, whether through generating referrals, making effective use of soc...
Developing Outsourcing
In-House, Out Of House Or Dog House
Justin Urquhart Stewart, a director and co-founder of Seven Investment Management, looks at some of the reasons why advisers may or may not consider outsourcing the investment element of their...
Future Client Generations
Maximising Outsourcing
Networking
Why Market?
Against fast-moving economic and market backdrops, we understand it can be a challenge to balance needs and demands of your clients. Here are a few simple marketing techniques to help your business to...
Income protection
Underpinning everything else ... Kevin Carr, chief executive of Protection Review, runs through a list of the 10 things financial advisers should think about when recommending income protection t...
Newsletter Builder Guide
Our Newsletter Builder guide is designed to help you to create the right newsletter for your clients and your business, from start to finish. We offer a range of templates to meet your differing needs...
Education for Financial Advisers
Financial adviser education is a vital element in the career path for those providing essential financial services to businesses and consumers. The Financial Conduct Authority (FCA) emphasises educati...
How To Build The Perfect Newsletter
A regular newsletter is a great way for advisers to keep your clients up to date with financial developments. However, with so many newsletters landing on clients’ doormats and desktops, how can...
Social Media - The Adviser's Experience
Lisa Clarke, social media assistant at Census Financial Planning, shares some thoughts about the use of social media in the context of financial advice, and how social media can benefit your business....
Is your social media reaching its marketing potential?
Following the FCA’s publication of guidance for advisers using social media for business purposes, the opportunity to use this free medium to communicate with clients and market your business is...
Chancellor remains defiant on austerity
Azad Zangana, Schroders’ senior European economist, comments on the Autumn Statement and Spending Review given by Chancellor of the Exchequer George Osborne on 25 November Chancellor Geor...
Industry view
Workplace pensions: Lessons from Down Under. If auto-enrolment was the hot topic of 2014 and pension freedoms the issue of 2015, 2016 seems set to be the year of the ‘good outcome&rsquo...
Offering A Fabulous Client Experience
Welcome to the 'best of' articles written for Adviser-Hub by Brett Davidson, chief executive of FP Advance. The articles include hugely valuable information and ideas that you can take and...
Using claims statistics: claims of fame
Claims statistics remain integral to building confidence in protection insurance, says Kevin Carr, chief executive of Protection Review, who reckons he can still tick off 10 things most financial a...
The A.G.E of European equities
Tom Coutts explains how he goes about identifying and building a collection of world-class businesses that just happen to be based in Europe Investors are facing a challenging financial environment wi...
Imperfect harmony
Signs of unanimous agreement should really set off alarm bells among investors, argues Schroders’ UK equity fund manager and The Value Perspective blogger Kevin Murphy. Society tell...
Digital Marketing For Financial Advisers
Adviser-Hub offers articles and general advice regarding a whole host of digital marketing platforms and how they can be of benefit to financial adviser digital marketing efforts. This includes sectio...
Adviser-Hub 8th Sep 2016
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