Connection Mag – Q3 2008

Helping financial advisers weather the storm

Select the article you would like to view below:

Contents

Business Transformation: The French have a saying: "Plus ça change, plus c'est la même chose" … 2-4

Revealed – How to manage all internal communications: Have you ever wondered how some advisory … 5

Perception: A lean mean advising machine: Let's pretend for a minute that we had all decided to go … 6-8

Scientia potential est: Four Hundred years ago … 10

Brookland: Electronic Data security in financial services: "the FSA has found that financial services firms, in general, could significantly improve … 12-13

Seven IM: The season of storms – breaks the weak and freshens the strong: Well if you hadn't had enough of a buffeting already, be prepared for some more … 18-19

Blue Sky: 'Intelligent structured investments' not 'easy structured products' in the independent intermediary channel: On the face of it, £7bn of retail structured products …
20-21

Præmium: A new breed of risk-based funds: A new breed of risk-based funds is about to burst … 22

Henderson: Does anyone actually invest in the stockmarket anymore?:
The world is speeding up … 24-25

Raynor Spencer Mills: Model Portfolios: A consistent and co-ordinated approach will lead to a better … 26-27

Cheviot: Is retirement a 20th century concept?: In the last ten years, the way in which we invest … 28-29

L&G: Can fortune favour the cautious when market conditions get tough?: In a turbulent market that is affecting … 31-32

UKSIF: Green and Ethical Investing: advising for the future: There is mounting evidence that … 35

Capita Modular Website: A complete template based website solution …
36-37

MetLife: Equity investment with guarantees: The latest Government figures for inflation … 38

Sheffield Mutual: The 'friendly' tax advantage route to savings and investment: The days when Friendly Societies were quaint … 40

The 'How and Why' of applying online via Webline: Providers who offer online application via Webline … 44-46

Whole of Life – missed opportunity?: Recent research shows that one
of the … 48-50

Lincoln Financial Group: Financial foundations: All financial planning is driven by motivation … 52

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Product Providers Round Table

The Product Provider Round Tables are organised by Enabler on behalf of our partners on a regional basis three times a year. They are a very useful opportunity to gauge the market and exchange views.