CONTENTS
contents
TECHNICAL TALK
8 A spotlight on … Consultancy Services Showcasing our array of support available to firms
10 The value of ongoing advice Taking inspiration from Fibonacci
32 For richer , for poorer – a deep dive into pensions and divorce Resident expert Keeley Paddon provides the lowdown on some common questions advisers raise
34 Vulnerable Clients Focus Week Let ’ s talk about the ‘ V-word ’
ADVISER MATTERS
16 Do you prefer to refer ? Spotlight on … Defined Benefit pensions
19 Running a profitable advisory business in 2022 and beyond
58 In the news Helping you keep track of the latest updates and launches from this year
INVESTMENTS
TECHNOLOGY IN YOUR BUSINESS
14 The journey of 1,000 records , starts with a single step … A back-office system could be your first step to increased efficiency
44 Generate and convert more leads online Use the same tools as online retailers to give more focus to your website
22 Unity in diversity : Carmignac ’ s catchphrase Carmignac takes us through its ESG journey
24 Is value investing dead ? Invesco discusses whether the obituaries written for value investing were mistaken
26 Net zero : do we really understand what it means ? Ten key questions from Schroders
12
Save three hours per case using Centra : The most precious commodity of all ?
4 | the adviser