Plan of action

July 2009
Money Marketing;7/9/2009, p33
In this article, the author discusses the plan of independent financial advisers (IFAs) to change business model in the financial services industry in Great Britain. He says that IFAs are required to establish an agenda for change in order to accomplish the plan. He also believes that IFAs need a compelling client-centric proposition which is client service-oriented and worthful to the client.


Related Articles

  • POST-ROYAL COMMISSION: WINNING THE LONG GAME FOR PRACTICES AND LICENSEES. Reddacliff, Tom // FS Advice: Australian Journal of Financial Planning;2019, Vol. 14 Issue 2, p28 

    No abstract available.

  • IFA View: 2013 is a year of change. Winnard, Lisa // Money Marketing (Online Edition);1/24/2013, p50 

    In this article the author discusses various changes that will be seen in the financial services industry during 2013. According to the author, many advisers in the industry are now operating with new business models and approaches to charge clients for their advice. The author says that new...

  • Successful adviser firms put focus on the basics. Rockcliffe, Mark // Money Marketing;1/23/2014, p27 

    The article discusses how the Retail Distribution Review (RDR) has affected the business models of advice firms, and how RDR forced a major rethink about how client propositions should be structured. Particular focus is given to the principles for helping advisers and clients to get the most out...

  • Ask the right questions to form happy relationships. BILLINGHAM, PHIL // Money Marketing;8/21/2014, Issue 1450, p39 

    The article discusses the need for financial services companies to effectively communicate with clients to have smooth relationships with them. Topics covered include the benefit of looking for clients that companies can best work with as well as the historic business model commonly used by...

  • Building a Successful Succession Plan for a Financial Service Practice. Knowlton, John // Journal of Financial Service Professionals;Jan2010, Vol. 64 Issue 1, p60 

    This article outlines key elements of a successful transition from one financial advisor to a successor advisor. It accounts for the founder's need to work less, the clients' need to receive ongoing advice, and the owner's need to receive full value for the business. The key elements include...

  • The benefits of busines growth. GALLACHER, SCOTT // Money Marketing;11/3/2016, p25 

    The article discusses the benefits of business growth for financial services firms in Great Britain. These firms should aim to achieve a reasonable level of growth from economies of scale which could allow them to invest in technology and staff to provide the best possible advice to clients....

  • Towry keeps clients after move to fees. Shaw, Sam // Money Marketing;3/1/2007, p7 

    The article reports on the movement of JS&P Towry Law to a fee-only model in Great Britain. According to the firm, between 15 to 20 advisers are expected to go but only five have said they are leaving. The firm added that none of its 2,000 clients who have been contacted with the details of the...

  • What advisers are saying: cost pressures hitting home. Wickenden, Phil // Money Marketing (Online Edition);3/15/2012, p31 

    The article reports on how cost pressures and tighter margins are affecting advisors. It is stated that the cost of relationship will be significantly higher, having an impact on business models and placing far greater emphasis on technology, paraplanners and administrators. It is mentioned that...

  • Finding your focus. SHELTON, DAVID // Money Marketing;8/7/2014, Issue 1449, p43 

    The article discusses the role played by an investment advice firm's abilities and the state of the market on services offered by a firm. Topics discussed include the help extended by the Market Attractiveness Matrix in terms of evaluating a firm's position and the changes it wants to make, the...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics