Business Management

Technology news for Financial Advisers and Paraplanners - FundsNetwork: Do your passwords pass the password test?

Passwords are an obvious way to prevent unauthorised access, although they need to be strong, robust and ideally unique, to be effective. Staff should therefore be encouraged to take great care when setting security details. FundsNetwork have created a checklist where they've highlighted some important tips to promote password best practice. more...

Business management news for Financial Advisers and Paraplanners - FundsNetwork: Introducing bite-sized pointers (to help drive profitability for your business)

Research from FundsNetwork shows that business management issues, such as training new staff and succession planning, are a key challenge for over one quarter of financial advisers. more...

Business Development for Financial Advisers and Paraplanners - Prudential: Will technology be the end for the advisers who donít embrace it?

What a concerning prospect; the speed in development of technology is such that some believe we are entering a fourth industrial revolution. The first being steam power, the second the application of science, the third digitalisation and the fourth artificial intelligence and machine learning. more...

Security update for Financial Advisers and Paraplanners - It's no longer safe to use a Debit Card

Every year, increasing millions of consumers are victims of scams and identity fraud. The worst-case scenario is when an identity thief drains your bank account, takes your property and sells or trades your sensitive information. more...

Better Business for Financial Advisers and Paraplanners - FundsNetwork: 10 steps to protect your business from a cyber attack

FundsNetwork have put together some easy and effective ways to reduce your firmís exposure to cyber attacks based on guidance from the National Cyber Security Centre. more...

Platform News for Financial Advisers and Paraplanners - FundsNetwork: The 12 security-related questions firms should be asking their platform partner

FundsNetwork have created a checklist to help your due diligence around keeping your clients' data and assets safe. more...

Business Management for Financial Advisers and Paraplanners - Quilter Financial Adviser School

Never before has there been a greater demand for financial advisers with social and demographic changes fuelling the need for financial advice. An ageing population, changes in the housing market and differences in working patterns, all mean that managing wealth is becoming more complex. People need help to make more informed choices, which means there are plenty of opportunities for advisers. more...

Panacea comment for Financial Advisers and Paraplanners - A nice little earner.

Dodgy dealing has come along way over the years, gone are the good old daysí as some may see it, when a little bit of petty larceny was seen as a fair contest between the Ďpunter,í the police and the villain. more...

Business management news for Financial Advisers & Paraplanners - Old Mutual Wealth: How to spot a criminal posing as your client

Impersonation fraud, where a criminal hacks into an email account and poses as a client to request the withdrawal of funds, is increasingly common. In the first six months of 2018 alone there were 3,866 reported cases of impersonation scams in the UK. more...

Business Management for Financial Advisers and Paraplanners - The Value of Apprenticeships

We passionately believe in the value of professional financial advice, and will continue to do all we can to help advisers remain successful and profitable. We donít believe there has been a better time to be a financial adviser in the UK; as the demand for advice continues to increase, the number of advisers struggles to keep up with that demand. It will be no surprise to you, therefore, that we are committed to promoting financial services as an attractive career option. more...

Partner Webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Three steps to successful client reviews

Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently. more...

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 Ďchink in the armourí as far as the security of any companyís 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 Avivaís handy new guide to apprenticeships to find out how recruiting an apprentice could benefit your firm. Take a look at Avivaís 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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