by Tony Vidler        

Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.

These are the highlights from the week that you should stop and read, as they are the best I’ve seen.

There is so much good information for professional services made available each week, much of which I share, that it is very easy to forget to pause and reflect.

Each week I select the best handful and give them Tony’s BIG Ticks as being the ones that made me pause and reflect, or think further.   They are sometimes thought-provoking, perhaps insightful, maybe a great sales or marketing idea or sometimes just incredibly topical.

The picks for professionals have been:

By @AdviserVoice

A great article that should have the planners and lending advisers in particular thinking: the deamnd is still there for insurance – if not increasing demand – yet the decline in risk specialists creates significant opportunity for other advisers….

Advice-Only Fees Gain Traction As Advisers Opt Out Of Managing Client Portfolios

By @InvestmentNews

Getting Strategic About Distribution

By @ITLUpdates

Nice article which considers some of the issues around the complexity of insurance products, consumer engagement, and the role of agents or advisers…

Financial Wellness Efforts Lead To Increased Retirement Plan Assets

By @AdvisorNews1

“…An increasing number of employers are offering financial-wellbeing programs to their employees as they seek to improve overall worker satisfaction, reduce financial stress, increase productivity, and make improvements to retirement plans and other employee-benefit programs…“

Survey Finds Demand Outweighs Ethical Outperformance Doubts

Share them around please…they are too good to keep to yourself!  

P.S.  My best this week?  I think it was

Which Clients To Keep; Which Ones To Get Rid Of