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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.
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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.
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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."
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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.
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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.
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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.
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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.
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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.
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Defaqto DFM Conference: FSA not focusing on firms' value for money
- Tuesday, 26 February 2013
- Articles
Rory Percival from the Investment Intermediaries department of the Financial Services Authority has said value for money is not a key focus of the FSA's thematic reviews.
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Defaqto DFM Conference: Communication is key to using DFMs
- Tuesday, 26 February 2013
- Articles
Communication between parties is the most important aspect of working with a discretionary fund manager, according to speakers at the Defaqto discretionary fund manager conference today.
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