Business Management

Today’s advisers are shooting at an open goal. Many more people that need advice than advisers have the capacity to accommodate, and demand continues to grow. Efficient practice management can be the key to unlocking more capacity, allowing advisers to meet rising demand without compromising service levels.

Our business management section draws together FundsNetwork's latest thinking and research on the challenges facing advisory practices.

Client Management - Find out more

 

Article-Time-01-2019 Business Toolkit

What’s next for advice?

In partnership with AKG, we’ve sponsored a practical paper which looks at key drivers for change, likely shape of the market and to establish the main opportunities for intermediaries and manufacturer...

FundsNetwork 23rd Sep 2020

ProtectingSIPP2020 Business Toolkit

Protecting the investment interests of your SIPP clients

Writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can give clients more protection and peace of mind over the longer-term.

Sanlam 15th Sep 2020

Article-Communications-02-2019 Business Toolkit

Protect your clients' details from email hacking

With more of us working remotely and using unsecure email to communicate with colleagues, the risk of fraud increases further. To highlight how criminals can operate, FundsNetwork have detailed two fi...

FundsNetwork 9th Sep 2020

Article-Direction-03-2019 Business Toolkit

Skills of the modern financial adviser: Future proof your role and business

The financial advice landscape has changed remarkably in recent decades, specifically with regard to the regulatory framework and the tools, technology and processes used to deliver advice. However, t...

FundsNetwork 13th Aug 2020

Article-balance-01-2019 Business Toolkit

New report: Financial power of women – Unlocking the power of advice

FundsNetwork’s latest research looks closely at the role financial advice could play in helping women to unlock their financial power. What do women want from advice and how can advisers help them to...

FundsNetwork 30th Jul 2020

Article-Change-01-2019 Business Toolkit

How the advice sector is adapting to the coronavirus crisis

FundsNetwork’s Adviser Pulse study assesses how adviser attitudes are changing as business and society adapts to the Coronavirus pandemic. It compares the latest views to those before the crisis and r...

FundsNetwork 29th Jul 2020

Beneficiaries_flexi-access drawdownconundrum Business Toolkit

New FundsNetwork’s advisor support package: The beneficiaries flexi-access drawdown conundrum

FundsNetwork's tax and pensions experts, Paul Kennedy and Paul Squirrell, discuss some pitfalls and issues to be considered with the payment of beneficiaries flexi-access drawdown death benefits.

FundsNetwork 1st Jul 2020

FNTWK_SueCoxtraining Business Toolkit

FundsNetwork’s personal tax and trust planning training resources

The CII AF1 exam is just around the corner! To help you prepare, FundsNetwork have a new video training resources with industry expert Sue Cox.

FundsNetwork 18th Jun 2020

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