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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

Client Acquisition

Advisers respond: Client retention or acquisition?

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 07 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

Regulation

Advisers on GDPR - an opportunity or a chore?

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 30 May 2018 • 1 min read

Partner Insight

'No bull market goes on forever…but things can often last longer than you think'

Partner Insight: Bill McQuaker, portfolio manager of the Multi Asset Open range at Fidelity International, reveals how he continues to test market conditions every day to deliver the best possible returns for clients

clock 29 March 2018 • 3 min read