Think IT – the innovative IT recruitment company based in Epsom, Surrey, is proud to announce the first Intelliflo Kingston Software Meetup. This event will be held at the Kingston University, Penrhyn Road Campus on Tuesday, 15 March 2016.
Think IT – the innovative IT recruitment company based in Epsom, Surrey, is proud to announce the first Intelliflo Kingston Software Meetup. This event will be held at the Kingston University, Penrhyn Road Campus on Tuesday, 15 March 2016.
There’s not long to wait to find out what the Financial Adviser Market Review (FAMR) will propose to make professional advice more accessible for those with relatively small amounts to invest. The Chancellor, George Osborne, is due to release some of the proposals in his budget speech on 16 March.
I chose my University degree to be a four year ‘Sandwich’ Degree, extending my study from 3 years to 4 with the third year being educational from a completely different perspective – a year working in industry. Forget the text book, this kind of education isn’t something that can be taught in a lecture theatre.
Being an IFA is perhaps one of the more challenging professions to enter, what with the shifting sands of some of the toughest regulations in the world and a reluctance for some clients to pay the costs involved in providing them with the advice they need.
Investment research today involves more than looking at Money Marketing with an old ruler and a dry highlighter. The financial advice industry is now supported by a wide variety of cutting-edge research technology that is designed to help advisers with the knowledge and analysis they need to give sound investment advice to their clients.
Data security is such a huge topic it would be impossible to cover all aspects in one blog post. However, it amazes me in this day and age with the ever-increasing access to ‘free’ online apps and tools that many online users don’t check the T&Cs on these tools. How many of us actively read through and check to see how our data is being used and stored, and do we understand how securely it is stored?
Do you remember Reginald Perrin from the 1970s TV comedy? He was the stressed executive whose excuses for being late into the office every morning from his suburban home ranged from the mundane to the ridiculous (“Twenty-two minutes late, badger ate a junction box at New Malden”).
Is online engagement just for the young? If you've got a mature, wealthy client base, why would you need to change your tried and tested advice model of face to face meetings and comprehensive reviews if it's always worked well in the past?
Regulation, regulation, regulation. It can sometimes feel like we in the financial services are inundated by changes to regulation. But as increasing numbers of asset managers choose to communicate with clients and prospects via blogs, LinkedIn and Twitter, it is important that this industry keeps a keen eye on what is expected off of them in regards to the regulation around social media.
This morning, as happens every week, I received a text from my bank itemising what was in my account and the transactions that had taken place since the week before. It’s not something I specifically asked them to do but the fact it happens provides me with enormous comfort.
