Money Marketing: the hub of the matter Financial Relationships joint founder Alex Morris describes how the firm is taking a hub and spoke approach to service by building professional connections and making advice the product Historically, it has often been the accountant or the solicitor that is the “trusted adviser” but London-based Financial Relationships is […]
Money Marketing: exams will be a fact of life for the next generation of advisers Cherry Reynard Consulting Editor, Adviser Evolution Exams will be a fact of life for the next generation of advisers. There seems to be an increasing acceptance of the need for formal recognition of advisers’ professionalism, although there is still plenty […]
FT Adviser: are IFAs aware of the full benefits of DFM? As the deadline for the Retail Distribution Review (RDR) approaches, independent financial advisers (IFAS) are being encouraged to use a third-party discretionary fund manager (DFM), allowing them to focus on what they do best – servicing their client relationships. That said, many within the […]
Interactive Discussion Group: Business Strategies, profitability & new markets. Lead by Alex Morris, Managing Partner of London based IFA Financial Relationships LLP http://www.pimsforum.com/conference.html
World First Forum: top tips on what to look for and expect from a financial adviser The IFA industry has been much maligned in recent years and there is a general misunderstanding of the IFA’s role. The good news is there are changes planned in the form of a mandatory Level 4 Qualification, Customer Agreed […]
panacea IFA video blog: warning of 15-20% more IFAs to exist industry between 2012-2014 Alex Morris, Managing Partner of Financial Relationships, on the little discussed issue of how many IFAs will leave in the first two years past 2012. See the link to the video blog on the right. VIEW VIDEO BLOG: www.panaceaifa.com/main/st4340
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