Insights
Best Practice | 18 Jul 18
Are advisers overlooking a huge client pool?
Women are getting wealthier but remain reluctant investors. Shifting the tone of financial conversations with female clients could open up a massive and under-served demographic for advisers.
Best Practice | 12 Jul 18
Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.
Lock-out risk for UK policyholders of EU life cos post Brexit
Life companies based in the EU counting on the UK dependent territories to help them to continue servicing existing UK policyholders need to think again, warns Acuity Consulting’s Simon Willoughby.
UK asset managers risk being shut out post-Brexit
If they don’t heed the stark warning from the European Commissions about the legal repercussions of Brexit, asset managers in the UK are at risk of being shut out of the European market, warns Brendan Adams, managing director, VAM Global Management Company.
Investors opting for DIY over advice
There is work to be done if the advice industry wants to be considered the premier source of information for people making retirement investment decisions around the globe.