The core focus of most licensees at the moment is growth; growing planner numbers, and growing clients.
Some are pursuing a growth by acquisition strategy, whereby practices are reportedly being offered inordinate amounts of money to move across to a new licensee.
Regardless of the package and the …
A minority of UK financial planners are on board with the social media revolution sweeping the globe.
In typical early adopter proportions reflective of other markets, close to one in 10 British advisers believe very strongly in the merits of embracing a social media strategy in their businesses.…
Social media now dominates our lives, but how credible is it perceived to be and can it be used as a tool for attracting new advice customers?
NAB’s bold use of social media to engage existing customers and attract new customers shone a light on the tools being …
Financial advisers have had a tough time lately but if the latest data on client attitudes are anything to go by, things might be turning around.
There’s been a considerable jump year-on-year in the proportion of clients who say they’re not considering ending their relationship with their adviser, …
If you’re a super fund with a lot of female members, there are a few things you should know.
While in many households women play a key role in household decision making, many feel that they lack the information and confidence required to feel comfortable making decisions about …
Last week heralded the one year countdown to the London 2012 Olympics and triggered a series of grandstanding events around the UK capital as the nation aims to fully maximise the commercial opportunities of staging the greatest sporting event on the planet.
Unfortunately nobody told the British economy.…
