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Industry Voice

Partner Insight

In conversation with advisers: Improving client outcomes

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 05 July 2018 • 1 min read

Partner Insight

In conversation with advisers: The business case for outsourcing

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently to discuss the topic: 'Adviser approaches to outsourcing.'

clock 03 July 2018 • 2 min read

Partner Insight

In conversation with advisers: How has the outsourcing model changed over time?

PARTNER INSIGHT: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 28 June 2018 • 1 min read

Partner Insight

Adviser approaches to outsourcing

Partner Insight: Andy Bennett, director of Hartcliff Financial Planning and Serena Van der Meulen, director at Van der Meulen Associates met recently in London to discuss the topic: 'Adviser approaches to outsourcing.'

clock 26 June 2018 • 1 min read

Partner Insight

Tactics for advising between the generations

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

clock 12 June 2018 • 1 min read

Partner Insight

Know thyself, then invest

Partner Insight: The team responsible for managing LGIM's Multi-Asset Targeted Return Fund discuss how they overcome a range of individual investment and behavioural biases in order to deliver a cash +5% return target

clock 06 June 2018 • 2 min read

Partner Insight

Advisers debate the future of client engagement tactics

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

clock 05 June 2018 • 1 min read

Your profession

Segmenting clients by asset size doesn't work, say advisers

Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?'

clock 31 May 2018 • 2 min read

Retirement

Industry Voice: The Retirement Wave?

The opportunities for advisers giving retirement advice in the UK are huge, and are set to keep growing, with the value of savings in defined contributions estimated to exceed £1 trillion by 2025.

clock 16 March 2018 • 4 min read

Retirement

Industry Voice: Customer Segmentation At Retirement

Imagine a cautious 66-year-old using drawdown for income, and a 35-year-old, however cautious, saving with an ISA. The two are unlikely to be well served by the same process and investments. For clients who intend to use drawdown, the industry is now...

clock 07 March 2018 • 4 min read
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