Is it time to look across the Pond?
Standard Life Investments’ Euan Sanderson explains why investors would be wise to invest in US equities.
Are we heading for a double-dip?
Every single market movement and utterance from an economic sage is being met with speculation about the dreaded double-dip.
Making that all important network decision
Martin Davis, CEO of Openwork, looks at the factors that influence advisers when selecting a network
Is data quality on your RaDaR?
Data management will play a crucial role in ensuring advisers are RDR ready.
Showing True Potential
AT8’s Mark Loosmore begins a series of reviews of practice management systems. This week he discovers a portal with potential.
Comments
me father, he son!
For the sake of clarity, Nick is the Chief Executive and Father, Martin is the son and Managing Director. I concede that he runs the business though!!
Posted by: Nick Bamford
IFA
I agree with Nick that this is vital. The problem lies with logistics in that a large national firm with 1000+ advisers would have to have the resources in place to accommodate the 'case conferences'. I used to work with the high net worth division of Prudential and this was an integral part of the process prior to presenting to the client. A small firm like Infomed Choice would find this easy comared to a large firm with a national influence. So I suppose small is really beautiful then??
Posted by: Ewart Matthias