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.
Some research-based good news out of the States: wealthy clients have areas they WANT to discuss with financial advisers…get cracking!
Some great suggestions and observations from a panel discussion on trust issues, and how regulators are shifting focus in auditing or assessing conflicts of interest…very interesting comments on that!
What do advisers need to do in order to perceived as delivering higher value than their fees? This quick list is a great set of pointers…
“Investors need to consider more than the hard numbers of target investments. They need to identify ‘softer’ aspects of companies to gain an advantage…”
Great work on who uses planners, and why they change them…there is a lot of useful info in this.