For professional adviser use only
Advisory thought leaders are starting to flesh out the ways human advisers create value for clients but, warns Tim Sargisson, the sector still has some hard thinking to do. The 10th annual Platforum Conference took place earlier this month, taking as its theme ‘The year of the customer – putting customers at the heart of […]
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Robo-advice providers should be able to solve the challenge of mass-market appeal, says Tim Sargisson, but at present the sector is still too much of a solution looking for a problem. Advisers and the profession at large have warned that the lack of visible progress on the Financial Advice Market Review (FAMR) is fast turning […]
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Sandringham’s CEO Tim Sargisson (pictured) talks to Professional Adviser as part of their occasional focus on employment and recruitment practices among financial adviser firms How Does Sandringham Go About Recruiting Advisers? We are not in the business of recruiting hundreds and hundreds of partners. We are looking at recruiting about 250 in total, which allows us […]
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Some pension freedom retirees are destined to run out of cash, warns Tim Sargisson. But will the finger of blame be pointed at advisers? This phrase came to mind when I read this week that following Osborne’s pensions revolution withdrawals have topped £8bn. This has prompted the Association of British Insurers (ABI) to warn that […]
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Tim Sargisson looks at the results of the FCA’s advice charging survey and explores why it seems small firms haven’t moved with the times. Last month, I posed the question about what financial services could learn from the demise of BHS and Austin Reed. My point was that once a business is no longer relevant […]
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Tim Sargisson assesses the efficacy of robo-advice and warns that when it comes to technology things can, and do, go wrong I was interested to read Treasury and City minister Harriett Baldwin’s comments about whether the automated advice offerings (commonly called robo-advice) promoted in the Financial Advice Market Review (FAMR) will end up creating problems […]
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Tim Sargisson has just disembarked from the PIMS 2016 conference. While the tried and tested format remains popular with sponsors and delegates, would advisers feel the same if they had to pay for their passage? Most readers will be familiar with PIMS; the Personal Investment Marketing Show. Like its namesake, PIMMS, both get dusted off […]
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No matter what industry you happen to be in, says Tim Sargisson, the moment you stop being relevant in the eyes of your customer you are going to struggle In my previous article, I discussed this year’s Personal Investment Marketing Show, better known as ‘PIMS’. Among its benefits is the opportunity to use the convivial […]
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