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Productivity drive: Managing the challenge of adviser tech

Brendan Llewellyn explores Adviser Home's latest research into the adviser market and discusses the need for improved productivity. ....

Bradley Northrop , Adviser Home , Consumer Duty , Brendan Llewellyn , Adviser Home ,

Goodbye guidance: A new shape for advice and client support

Brendan Llewellyn looks at the regulator's advice/guidance boundary review, the concept of targeted support and the latest iteration of simplified advice. ....

Financial Conduct Authority , Retail Distribution Review , Brendan Llewellyn , Adviser Home , Advice Guidance Review , Simplified Advice ,

What makes a great business development manager?

Brendan Llewellyn looks at the adviser/BDM relationship and outlines exactly what works and what doesn't. ....

Gareth Davies , Adviser Home , Davies Marsh , Brendan Llewellyn , Gareth Davies ,

Value: How to think about it and how to calculate it

Brendan Llewellyn takes an in-depth look at 'value' in the advice space and spells out how to think about and calculate it ....

United Kingdom , Bradley Northrop , Gillian Hepburn , Alex Roy , Consumer Duty , Oxford English Dictionary , Brendan Llewellyn , Adviser Home ,

Why competition in the advice arena is a good thing

Brendan Llewellyn assesses competition in the financial advice space and says from a sector point of view, low competition is quite a concern. ....

United States , Michael Porter , Bradley Northrop , Peter Mann , Financial Conduct Authority , Adviser Home , Consumer Duty , Brendan Llewellyn , Adviser Home ,