The time is fast approaching when it will be mandatory to display your commission levels on your website. It’s quite unclear at this stage how most firms will approach this, due to the bewildering number of options available in the market. But display them, you will have to. Are you likely to get lots of […]
A new year, a new decade. Most advisers are pretty much flat out, looking after your clients and building a better and more durable business. Growing your business remains front and centre for most of you, so here are five high-level areas that can help you achieve your growth goals. While some of the thoughts […]
I hear the stories from advisers every day… the client who simply knows better, who knows that now is the time to enter / exit the markets or to switch asset allocations because of a stroke of genius that they have had. I’m not proud to admit it, but I have been that client too, […]
Lots of the conversations that we’re having with financial advisers are in relation to the ongoing value you are providing, and the cost being charged for delivery of that value. However if we are to be completely truthful, it doesn’t always start out from that point…. Quite a number of the conversations start out from […]
Estate planning has become a routine and valued part of the advice offered by financial planners today. As you work with clients particularly on their post-retirement financial planning needs, the questions and attention inevitably turn to what happens with the balance of wealth at death. Of course the strategies that you advise about don’t commence […]
We have written before on this very topic, but as there is lots of activity currently in the Irish market, we’ve developed our latest thinking to help you ensure that you get maximum bang for your buck when buying a book of business. The last few years have generally been very good times for […]
