NEWS - 11/04/17
FCA latest guidance - looking beyond FAMR
Money Marketing provided two excellent articles covering the recent guidelines provided by the FCA on standardised fact finds and streamlined advice. Read them here:
MARKET INSIGHT - 27/04/17
Ian McKenna at Finovate: Platforms and advice for the super-rich reinvented
Money Marketing provide Ian McKenna's insight from this year's Finovate conference. Read the article here:
KNOWLEDGE BANK - 04/17
The 50 best-designed Asset Management Websites
Being regular readers of Kurtosys's reports and articles, we are always keen to share with you the valuable insight they can provide. Follow the link to discover who Kurtosys feel present great examples of web-design:
KNOWLEDGE BANK - 26/04/17
John Timpson - 50 Keys to Success
John Timpson, who to many is best known for his well-read and excellent columns in The Daily Telegraph took the family business, Timpson to its elevated status today. He is the author of many insightful management books and Lawrence Gosling (Investment Week) provides some highlights of his latest revelations:
KNOWLEDGE BANK - 26/04/17
The alpha of today is the (smart) beta of tomorrow
Adam Moir of Aurum Research sheds some light on the workings of quantitative strategies. Read the full article published in Investment Week here:
KNOWLEDGE BANK - 28/03/17
How asset managers can utilise Robo Advice
Ben Cicchetti of EValue provides some valuable insight into how online advise can be helpful to asset managers:
KNOWLEDGE BANK - 02/17
Taking responsibility seriously
An advertorial piece from Aberdeen, caught our eye in a recent post by Investment Week. "We are all actuaries now", follows a familiar theme and one we support, individuals are going to have to take more personal responsibility for their financial futures than ever before
NEWS - 14/03/17
FCA asset manager study could be bigger than RDR
In a separate article, it is suggested that The Asset Management Market Study carried out by the FCA will have greater impact than RDR. David Ferguson (CEO, Nucleus) provides his views in the FT Adviser article
MARKET INSIGHT - 01/03/17
Financial knowledge needs to improve
Financial knowledge, a topic very close to our hearts, was raised by Lawrence Gosling through one of his regular pieces in Investment week.
KNOWLEDGE BANK- 14/03/17
How to grab Facebook-era clients
Emma Ann Hughes from FT Adviser provides a great starting point to looking at broadening your marketing practices. Abbie Knight (Marketing Director, Discuss) explains her ideas in this article.
NEWS - 14/03/1
Pensions Regulator launches anti-scam tools7
The Pensions Regulator has developed a range of tools and applications to help practitioners spot pension fraud. Read the full article from Financial Adviser here
MARKET INSIGHT - 15/03/17
Changing the language of investing
Lawrence Gosling raises some fundamental questions in his latest article, which we wholeheartedly support and agree. Removing jargon and confusing terms from financial services must surely help more people re-connect with their financial affairs. We highly recommend reading the article in full here
NEWS - 20/03/17
We are on the cusp of real change in financial services
Money Marketing ran an article recently outlining the views of FCA's executive director of strategy and completion, Chris Woolard, where he believes that the products of Project Innovate will lead to "significant change" in our industry. Read the full article here
MARKET INSIGHT - 20/03/17
PassiveBeat: active does better when there's more passives around
More from the "passive v active" debate. Read about Martijn Cremers' (Professor of Finance, University of Notre Dame) opinions and academic work in this Citywire article
NEWS - 20/03/17
FCA receives 77 applications for regulatory sandbox
The Financial Conduct Authority (FCA) has received applications from 77 firms to take part in the second round of its regulatory sandbox initiative. Read the full article from Citywire here
NEWS - 20/03/17
RBS plans to roll-out robo advice
FT Adviser reports that high street bankers, RBS are considering an online investment advice service for mortgages later this year:
NEWS - 27/02/17
And the award for the investor's friend goes to...
Thankfully, there was no confusion from Warren Buffet in his annual letter to Berkshire Hathaway shareholders. Particular mention was saved for Jack Bogel, the founder of Vanguard, for endorsing and providing lower cost investment solutions. Dylan Lobo summarizes the annual letter in his article
MARKET INSIGHT - 27/02/17
"Don't bank on a flexible retirement" says Royal London
Royal London, through a recent report highlights the potential retirement age for employees that reply on minimum personal pension contributions. William Robbins in his article provides an excellent summary and insight into the findings.
KNOWLEDGE BANK - 22/02/17
Ways advisers can use technology to serve clients
This excellent article from Stephen Gazzard at New Model Adviser explores the many ways the adviser community can successfully embrace technology to improve their practice. We particularly liked the analogy with travel agents. Please get in touch if you would like to discuss how Sentinel could help you and your business.
NEWS - 01/03/17
Research finds correlation between wellbeing and savings
The Financial Wellness Index has shown direct correlation between wellness and savings, something we are very passionate about, here at Sentinel. Read the full article published in Health Insurance Daily.
MARKET INSIGHT - 06/03/17
Clients prefer 'screen' advice to face-to-face
Ian McKenna provides insight and key take-a-ways from "Technology, Tools for Today", which explores and supports the advancement of technology for the adviser community.
KNOWLEDGE BANK - 30/01/17
Keeping it simple...
Kurtosys provide an excellent overview of keeping things simple when comes to your online message and image.
NEWS - 02/03/17
Engage clients with tech now or lose them later
Ex Financial Conduct Authority technical specialist, Roy Percival, warns advisers to support innovation to stay relevant and in business, as reported by New Model Adviser.
MARKET INSIGHT - 04/01/17
A Digital Outlook for 2017 - Kurtosys
Digital is going to massively re-shape the investment and asset management industry, proposes Kurtosys.
The Banking Disrupters - 13/02/17
The Competition and Markets Authority with the full backing of the UK Treasury are looking to introduce competition into retail banking. Read the full Kurtosys article here.
NEWS - 22/02/17
Life beyond RDR
New Model Adviser provide some interesting insights into where or how the FCA moves forward after RDR, "Although it is clear the regulator made the reforms with positive intentions in mind for advice, the changes have resulted in some adverse effects"
leading industry figures have said.
MARKET INSIGHT - 07/02/17
The robo-adviser that lives up to the hype
Highly respected financial services commentator, Ian McKenna provides his view on recently launched online investment service, Munnypot.
KNOWLEDGE BANK - 26/10/17
How to write a basic social media strategy
We are keen advocates of the benefits of Social Media for business. In a highly competitive world, it is vital to embrace new channels to communicate with your customers and attract new ones. This article from Cicero provides a great starting point. If you would like to discuss your Social Media campaigns in more detail, please get in touch.
NEWS - 15/02/17
UK investors are bullish despite concerns over Brexit
"UK investor sentiment has risen to its highest level since April 2016, signaling a renewed investor confidence despite ongoing geopolitical uncertainty. Sentiment has now reached 6.10%, which is a significant increase on the same time last year when it was just 2.98%,"
the latest report from Lloyds suggests.
MARKET INSIGHT - 25/01/17
How human advice needs to evolve in a robo adviser world
"It's never been as important as now for advisers to be able to communicate the value they bring, even as they educate themselves about emerging robo and hybrid advisory models in light of an increasingly aware clientele,"
claims research firm, A.T. Kearney.
MARKET INSIGHT - 20/02/17
Industry must embrace technology or 'face becoming obsolete' - Cicero
Most retail and entertainment businesses have embraced digital to the extent that it is now almost expected to have multiple access to products, advice and information. A limited or non-existent online presence will eventually marginalize your business. This article from Investment Week highlights the finding of Cicero Research that supports our view.
KNOWLEDGE BANK - 01/09/16
7 Ways for Asset Management Marketers to Begin the Social Sell
Another great resource to help you with getting started with understanding the value and impact of Social Media for your business.
It's all about the data
"One of the most critical dimensions to building digital capability is the ability to tap into new data possibilities and the rapid evolution of third-party FinTech firms, to bring the best capability to clients,"
reports Capgemini in their recent white paper:
MARKET INSIGHT - 02/17
Sink or Swim?
Two insightful reports from PwC highlight the complacency exhibited by wealth managed firms with respect to adopting and embracing digital strategies. With large numbers of technical literate customers looking for flexible ways to interact with their investment providers, it is vital that the industry makes a greater effort to engage with them in ways that are most convenient and suitable for them. With significant levels of smart phone and tablet ownership, access needs to be across all devices. Firms that don't respond now simply won't survive in the medium to long term, says PwC.