Tagged under
IFP Social Media: Financial Planner Online's coverage of IFP conference
- Thursday, 28 February 2013
- Articles
The Institute of Financial Planning's is holding its first social media conference for Financial Planners in London today.
Read more ...
IFP Social Media: Internet psychologist says targets are needed
- Thursday, 28 February 2013
- Articles
Internet psychologist Graham Jones has told the Institute of Financial Planning's first social social media conference in London today that planners need realistic targets for their social media usage to maintain focus.
Read more ...
Tagged under
IFP Social Media: Greenwood says planning for social media is key
- Thursday, 28 February 2013
- Articles
Social media expert Bridget Greenwood has urged Financial Planners to write down their social media strategy before implementing it to avoid expensive mistakes.
Read more ...
Read more ...
Tagged under
IFP Social Media: Unlock the power of video says Priestley
- Thursday, 28 February 2013
- Articles
Justine Priestley, founder of business video company Really Bright Media, says that too many planners ignore the power of video to reach clients and some over-estimate the cost.
Read more ...
Read more ...
Tagged under
IFP Social Media: Content must be available on multiple devices
- Thursday, 28 February 2013
- Articles
Morris Pentel of Customer Experience Foundation says planners can acquire new clients by providing thought leadership, expert advice, talking to common interest groups and "crowd sourcing."
Read more ...
Read more ...
Tagged under
FSA: Consumer credit will be important responsibility for new regulator
- Wednesday, 27 February 2013
- Articles
Lord Turner has said one of the most important roles of the Financial Conduct Authority will be its responsibility for consumer credit.
Read more ...
Tagged under
Advisers need to consider what factors are motivating clients to seek advice
- Wednesday, 27 February 2013
- Articles
Cofunds has noted a disconnect between what clients say they want from financial advisers and what advisers think they want.
Read more ...
Tagged under
FSA: Unconvinced financial incentives would help whistleblowing
- Wednesday, 27 February 2013
- Articles
The FSA's Martin Wheatley has said whistleblowing is a core part of the Financial Services Authority regulation but that it would not be offering financial incentives to whistleblowers.
Read more ...
Tagged under
Skandia plans new sub-advised fund range
- Wednesday, 27 February 2013
- Articles
Skandia has announced it is to launch 23 new sub-advised funds from the ten external fund groups it recently signed up as partners for its new focused fund range.
Read more ...
Tagged under
Defaqto DFM Conference: Check language use between two parties
- Tuesday, 26 February 2013
- Articles
Rory Percival from the Investment Intermediaries department of the Financial Services Authority has warned that firms should check the language used by their firms and their chosen DFM.
Read more ...
Tagged under