Business Management

Business Management for Financial Advisers and Paraplanners - Taking a Vacancy to Market

As your business continues to grow you may need to increase your head count. more...

Technology for Financial Advisers & Paraplanners - Respecting client confidentiality...

Email remains the worlds preferred business communication medium with around 280 billion sent and received every day, however email is likely to be the most common ‘chink in the armour’ as far as the security of any company’s communication strategy given that it carries significant volumes of sensitive information!! more...

Technology whitepaper for Financial Advisers and Paraplanners - Communicating with clients using end-to-end encryption white paper

This MyDocSafe paper explains why encryption of client communication is the new standard for professional services firms and how those firms can use that technology to minimise reputational, compliance and cyber risks related to personal data breaches and identity theft. more...

Technology news for Financial Advisers & Paraplanners - Panacea is delighted to introduce MyDocSafe

MyDocSafe is a UK-based provider of a sophisticated portal platform, ideal for IFAs. From electronic signatures, client onboarding, through secure document sharing, form filling, and even chat, MyDocSafe helps automate and secure critical document exchange and approval processes and help IFAs comply with GDPR. more...

Recruitment for Financial Advisers and Paraplanners - Advisers wanted now

Well established small North London based IFA looking to retire in the medium term, now looking to bring in one or two financial advisers, with a view to handing over in due course. You would need to rely upon creating your own business primarily and our intention is to provide a favourable remuneration package. more...

Partner Guide for Financial Advisers & Paraplanners - Aviva: Guide to apprenticeships

Take a look at Aviva’s handy new guide to apprenticeships to find out how recruiting an apprentice could benefit your firm. Take a look at Aviva’s handy new guide to apprenticeships to find out how recruiting an apprentice could benefit your firm. more...

Business Management for Financial Advisers & Paraplanners - Aviva: Diversity and inclusion

Diversity, inclusion and representation in the workplace has never been a hotter topic than it is today, but why is that? more...

Technology news for Financial Advisers & Paraplanners - Defaqto: Helping adviser firms face compliance challenges head on

Financial services regulation continues to present major compliance challenges and business opportunities for advice firms. Suitability reports are one of these challenges that financial planning tools can help with. more...

Business Management for Financial Advisers and Paraplanners - Aegon: Why business continuity and succession planning matters

Business continuity and succession planning may not be high on the priority list of many businesses. But how would a business cope financially if it lost a key employee? What might the implications be if one of the business owners died or suffered a critical illness? more...

Business Development for Financial Advisers and Paraplanners - Beyond Encryption: Register to start your 14 day FREE OF CHARGE trial

As you are no doubt aware, sending sensitive, personal data by normal email leaves you open to cyber-crime and may contravene legislation. more...

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