Tim Sargisson: A disconnected world
Six hours for a client report
Tim Sargisson: "For adviser firms to spend six hours to produce a single, compliant client report represents a shocking waste of a firm’s time and resources."
Technology plays a critical role in modern advice businesses but, argues Tim Sargisson, disconnected systems are letting financial advisers down
It is 25 years since Connected by the Stereo MC's reached number 18 in the UK singles chart with its plaintive cry about how ‘something ain't right, I'm gonna get myself connected'. However, it seems the...
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Roy McLoughlin: Is it time for IFAs to start signposting protection?
‘If you do not wish to offer protection advice, refer it’
Initiative for Financial Wellbeing partners with Aegon
‘Not just a sponsor’
Unbiased changes subscriptions to four-tier service
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