Practice Management

Financial planning while a storm is raging

People are scared, confused and vulnerable. We believe that this is your time to shine.

Humans Under Management

Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, discusses the impact of COVID-19 on your client’s financial plan.

How would you like to die?

The Covid-19 pandemic is serving as a wake-up call to us all. Suddenly the prospect of being very unwell and potentially dying sooner than...

The advisor’s advisor

Meet the Founder of the Centre for Financial Planning Studies.

Fuller service, instant contact

Profile Media announces investor ebooks.

So, how is your 2020 so far?

Company cultures will also be tested during this time. Delivering excellent customer service will be more of a challenge than ever but – thanks to modern technology and old-fashioned team spirit – many companies will get it right.

The intergenerational wealth challenge

Ensuring that financial advisors continue to be of value to succeeding generations.

Quantifying value in the knowledge-based economy

Innovation is everywhere but beware, it’s not only about technology.