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Better Business

Wrap/platforms

Tech Review: Axa Elevate

AT8's Mark Loosmore investigates how AXA Wealth's Elevate platform has successfully set out its stall to align itself to the IFAs' perspective.

clock 03 February 2011 •

Your profession

Where now for regulation after decade of turmoil?

Matt Connell, government and industry affairs manager at Zurich UK Life, looks back at regulatory change in the noughties and gives his insights into future policy

clock 03 February 2011 •

Wrap/platforms

Blog: Could 2011 be a vintage year for platforms?

Martin Jennings, MD of AXA Elevate, on the challenges that lie ahead for platforms over the coming 12 months.

clock 03 February 2011 •

Your profession

Don't waste time putting clients in boxes

There has been much hype about client segmentation recently. But Paul Etheridge, founder and chairman of Prestwood Software, argues this is not necessarily the best strategy.

clock 27 January 2011 •

TMT

How to dazzle new clients with your website

Catherine McEwing, head of individual software (Europe) at Morningstar, on how to make your website a shop window for your firm.

clock 27 January 2011 •

Your profession

How we transitioned to an adviser charging model

Advisory firms have less than two years to transition to an adviser charging remuneration model. But some have already made the move...

clock 20 January 2011 •

TMT

Having a ball with technology

Morningstar's Anastasia Georgiou explains how technology can help you run a more efficient business in the lead up to RDR.

clock 20 January 2011 •

TMT

Tech review: Skandia Investment Solutions

AT8's Mark Loosmore takes a closer look at Skandia's wrap proposition.

clock 20 January 2011 •

Wrap/platforms

Watch out for 'pay to play' charges

Justin Lowes, managing director of Lowes Wealth Management, examines platform charging pre- and post-RDR.

clock 20 January 2011 •

uncategorised

Moret on the new pensions regime

The new pensions regime will have a profound effect on the way advisers discuss retirement planning with clients, John Moret says.

clock 13 January 2011 •
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