Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Attitude to Risk: The Psychology behind the Questions and Clients Answers
Twelve months ago Dynamic Planner launched a significant improvement to their already market-leading risk profiling service – a new 15-question attitude to risk questionnaire. Feedback from users has been very...
How to acquire millennial clients: intergenerational wealth & responsible investment and special guest Frank Gardner OBE
There are still some spaces remaining at Brooks Macdonald’s flagship Intergenerational Wealth forum at Merchant Taylors’ Hall in London on Wednesday 8th May , please book your seat before they...
Sign up to the second round of the Invesco 2019 Investment Intelligence Seminars
You can now sign up for the second round of Invesco’s 2019 Investment Intelligence Seminars. Make sure you reserve your space at one of the 70+ events! The state of...
Folly of Forecasting with 45 mins CPD
We’d like to invite you to this workshop led by Head of UK Orbis Investments UK, Dan Brocklebank • Common errors in investment forecasting • Managing behavioural bias • Making...
Who will advise your clients beneficiaries
Some are calling it ‘The Great Wealth Transfer’. Over the next 30 years, an estimated £5.5 trillion is expected to pass down the generations in the UK.1 This will happen...
Book now for this early evening session on the Folly of Forecasting with 45 mins CPD
We’d like to invite you to this workshop led by Head of Orbis Investments UK, Dan Brocklebank Common errors in investment forecasting Managing behavioural bias Making better investment decisions This...
Download your Consumer Guide to Equities – from Aberdeen Standard Investments
We know that you are often on the lookout for good educational material to share with your clients and this guide to equities is written in simple, jargon-free language. The...
How do you manage rising MiFID II demands efficiently?
Increasing regulatory pressures, like MiFID II, creates increasing workloads for advice firms, who find it more and more challenging to service clients profitably and efficiently. Driving that efficiency is top...
Prudential introduce their PruFolio Risk Managed Range
A new investment universe to explore Prudential’s PruFolio range offers breadth, diversity and simplicity to help you meet more of your client needs. And it’s very competitively priced. What’s in...
Prudential – Tax year end planning support hub
With another tax year end on the horizon, Prudential have packaged up the support you need in one place in their new and improved hub. You’ll find a range of...
Doing due diligence on VCTs
Step 4: Making sure an Octopus VCT is right for your client You’ve identified a client that could benefit from a VCT. You’ve talked them through how a VCT could...
Investment Manager Snapshot – Looking at T. Rowe Price
From an adviser perspective there is certainly no shortage of investment providers. Yet we think these six quick points give reason to find out more about T. Rowe Price. Longevity...
