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First official RDR stats: adviser numbers down 20%, bank advisers fall 44% 27 March 2013 10:00 am | By Natalie Holt The number of IFAs and tied advisers operating on the first day of the RDR was 20 per cent down on December 2011 figures while the number of bank advisers fell 44 per cent.

First official RDR stats: adviser numbers down 20%, bank advisers fall 44%

The first comprehensive FSA figures on post-RDR adviser numbers are based on professional standards data submitted by firms and show the total number of retail investment advisers fell 23 per cent from the 40,566 estimated by the FSA at the end of 2011 to 31,132 at the end of 2012, the first day of the RDR. The total number of advisers after the RDR deadline was also down 13 per cent from the 35,899 advisers the FSA estimated were operating in summer 2012.

Of the post-RDR total, 30,045 were fully qualified retail investment advisers and 965 were part qualified, including those who have until 30 June to become RDR compliant. Wealth Transfer Planning, Part I: I don’t want to talk about it. Whilst the Vikings and the Pharaohs may have believed otherwise, today most people seem to accept the old adage ‘you can’t take it with you when you’re gone’.

Wealth Transfer Planning, Part I: I don’t want to talk about it.

Despite that, according to research undertaken by SEI Private Wealth Management and the Scorpio Partnership in 2012, only 46% of High Net Worth Individuals (HNWI) have a wealth transfer plan in place. On the Kurtosys blog this week, we look at individuals’ reluctance to creating a wealth transfer plan. To be followed up next week by a post tackling ways in which this might be overcome. HNWIs often state the primary drivers of wealth generation are to provide financial security for their family and opportunities for any children. Social Media ROI: How To Define a Strategic Plan. As marketers are tasked with the challenge of doing less with more, there's an increasing demand to quantify the value of social media.

Social Media ROI: How To Define a Strategic Plan

Here's a guide to mapping a social media strategy with meaningful key performance indicators (KPIs) that align to business objectives for tangible measurement! Following the Social Media Strategy Funnel Quantifying the value of social media can be a daunting task. Unclear objectives and numerous metrics add confusion. It's time to ground your social media initiatives with a strategic plan that makes measurement clear and easy. Blog Topics Financial Advisors Can Write About. You’re a financial advisor with a blog.

Blog Topics Financial Advisors Can Write About

Now what? What in the heck do you write about? What can you say that would be of interest to prospects and clients? Where do you start? Financial advisors who blog are in the minority. This article will help you find topics you can write about on your blog. State of the Media: The Social Media Report 2012. Protection Review. Latest Here's a quick list of what is keeping us busy at the moment: - We're already planning the 2014 conference and dinner - IFA & Media protection training - Consultancy work in the UK and internationally.

Protection Review

Independent Financial Adviser Search. The Ultimate Complete Final Social Media Sizing Cheat Sheet. In June of this year, we published an infographic listing all of the sizing information for images on Facebook, Twitter, Google+, and Pinterest.

The Ultimate Complete Final Social Media Sizing Cheat Sheet

It was a wildly successful piece of content, totally blowing our expectations out of the water. Unfortunately, while its popularity has flourished, nearly every social network instituted changes to their image sizes, rendering most of the information on the infographic out of date. We knew we needed to update the information on the cheat sheet, but we weren’t comfortable with simply adjusting one or two figures on the blog post and leaving it as-is. We’d also received a lot of feedback, both on the design and information it contained. We decided to redesign the entire sheet and incorporate a few more social networks. The Mercato. Social media demographics 2012: 24 sites including Twitter, Facebook, and LinkedIn. Connect with leaders from the companies in this story, in real life: Come to the fourth annual VentureBeat Mobile Summit April 14-15 in Sausalito, Calif.

Social media demographics 2012: 24 sites including Twitter, Facebook, and LinkedIn

Request an invitation. If you ever wanted to know the age and sex of social media users on Facebook, Twitter, LinkedIn, Pinterest, Tumblr, Reddit, Hacker News, Slashdot, Github, Stack Overflow, Orkut, Quora,, Blogger, Flickr, Myspace, Tagged, Hi5, LiveJournal, Yelp, deviantART, StumbleUpon, Goodreads and – you’re in luck. Performance monitoring service Pingdom has done another one of its mammoth social media studies, this one on the demographics of social media sites – every site imaginable, one would think, except for Google+.

(Because Google+ is not directly monetized yet, the service does not appear in DoubleClick Ad Planner, the tool Pingdom uses to gather the data.) Above: Age distribution across social networks Image Credit: Pingdom. The Winners and Losers of Social Media in 2012. 2012 was indeed a crazy year in social media.

The Winners and Losers of Social Media in 2012

If you think about it, every single network went through some kind of transformation such as launching new features, dropping others and even major updates to their interfaces in order to increase engagement. This is a very cool infographic from the guys at Pardot, assigning a grade to different aspects to determine which networks are the winners and losers in 2012. Barclays tells staff to follow new code of conduct or leave. 17 January 2013 4:37 pm | By Samuel Dale Barclays has told staff to sign up to a new code of conduct or leave the firm in a blunt letter from chief executive Anthony Jenkins.

Barclays tells staff to follow new code of conduct or leave

In the company-wide letter to staff, Jenkins today unveiled his plan to implement five core values in a cross-business code, named Purpose for Barclays. How to add video to your LinkedIn profile in less than one minute. Financial Services. Marketing Whitepapers & Ebooks. 21 Step Salesletter Formula.

Salesletter Formula: 21 Effective Ways and Guides to a good Sales piece The Salesletter Formula can be a big help with your marketing plan, when you know exactly how to follow. This is an important tool to write a good salesletter, and video letters as well. Let me share some of these. 12 Things To Do After You’ve Written A New Blog Post - Infographic. So, you’ve simply written a brand new web post.

12 Things To Do After You’ve Written A New Blog Post - Infographic

You’ve browsed it over, browse it once more, spellchecked it, inserted pictures, inserted YouTube videos, connected naughty, in appropriate tags and uploaded it for all to visualize. It’s a powerful piece of blogging, armed with the facility to tell, entertain and probably even arouse your readers. What Happens to Your Social Media Life When You Die? San Francisco resident Sarah Buhr's friend Tiffany passed away a couple of months ago but Buhr still hears from her on Facebook. Tiffany's Likes, and other people's comments on Tiffany's profile, push her information onto Buhr's newsfeed, offering a frequent reminder that her friend is gone.

Buhr says she felt she had to unfriend Tiffany because it was too difficult to be reminded of the loss nearly everyday. Jeff Lutz has a similar story. Big Idea 2013: Get All of Your Employees on Social Media. Revealed: SJP's instructions to advisers - ifaonline mobile. Alasdair Pal | IFAonline | 18 December 2012 | 07:51 Tied wealth manager St James’s Place has sent its advisers guidance on how best to describe its restricted service.

In an extensive Retail Distribution Review (RDR) briefing note seen by , the firm - the UK's largest adviser with £32.8bn of assets under management - tells advisers to stress its restricted range of funds has been "carefully selected" by SJP, and ensure clients do not switch off trail commission post-RDR. "You are required to disclose orally the nature of the services you provide," it read. Sales Consulting, Sales Management & Marketing. Google launches UK mortgage comparison service. 10 December 2012 2:20 pm | By Sam Macdonald Google has launched a UK mortgage comparison service after striking a deal with Avelo Trigold to provide whole of market mortgage data. The comparison service lists products that are available direct from lenders and via brokers.

Where products are available only through a broker, users are passed to one of 10 brokers Google has selected, who pay Google for each lead. The brokers include Turnkey Mortgages, Your Mortgage Decisions, Think Loans Mortgages, Which? Mortgage Advisers, Charwin Private Clients, First Union Mortgages, If I Were You, Mortgage Pro, A Mortgage Now and Sensible Home Finance. A Google search for “mortgages” brings up the ‘Compare Mortgages with Google’ option. Lenders who have commercial agreements with Google will have their contact details and website link displayed. Prediciting the next crash. Stephen Fitzpatrick is the Strategy Director of the Social Business Group at Profero What if an early warning system existed that could raise the alarm on the next financial crisis?

What if such a network already existed before the crisis, but we simply didn’t know where to look? It would certainly have been helpful to politicians and regulators in the UK. There were signs for those prepared to look for them. Some UK journalists such as the BBC’s Robert Peston and the Financial Times’s Gillian Tett should be mentioned in dispatches. The Toughest Question from Clients and How to Answer it. Business Building Category: Demonstrating Value Maximizing Revenue Today, anyone in the business of offering advice is challenged by clients looking hard at the value received for the fees they paid. That's true of accounting and law firms dealing with large corporations, who increasingly are comparing traditional providers to alternatives in India charging $75 an hour.

Cicero Group. Unbiased - Find an Independent Financial Adviser (IFA), Mortgage Adviser, Accountant or Solicitor. Campbell Macpherson: 10 questions you should ask your network. 21 November 2012 2:44 pm 2013 is the year when a large proportion of advisers will be taking a long, hard look at their suppliers. The Legal Issues of Social Media in the UK. 25 Unmissable Social Media Articles To Read This Weekend – 17th Nov. Shane Mullins: Still committed to the Question of Trust campaign. FSA warns firms 'often fall foul' of promotions rules on social media. 15 November 2012 11:44 am | By Samuel Dale The FSA has issued a warning to companies using social media, saying they “often fall foul” of the financial promotions rules and will face regulatory action.

Speaking at the Tax Incentivised Savings Association annual conference in London this week, FSA head of asset management Ed Harley said its rules apply to all media. Understanding Like-gate. 20 Stats Every Global Social Media Marketer Should Know. Wake up your Wealth launches online IFA pension service. 10 November 2012 9:00 am | By Sam Macdonald. Unlucky for some: 13 slides on how RDR will affect demand for advice. Photo 10 of 13 Previous Next. Jim Stengel: Obama's Win: What It Teaches Business.

Given the economic doldrums of the past four years, President Obama was unlikely to win reelection this week. Directory Results.

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10 Business Promotion Techniques in Facebook. FACEBOOK: I WANT MY FRIENDS BACK. Adviser KnowHow: How to get charging right. Barclays to introduce fairer incentives scheme - October - 2012. Six Effective Methods for Advisors to Organically Grow Their Business. C.E.O.’s and the Pay-’Em-or-Lose ’Em Myth — Fair Game. New campaign pushes code of conduct for financial services. Pete Matthew.

The easy, tweet about this link generator. Lloyds TSB have carried out a study that show women will be in financial control by the end of the next decade. Lloyds TSB have carried out a study that show women will be in financial control by the end of the next decade. Job Change Notifier. Panacea - Should I dress like a woman and act like a man? BBC Two - Masters of Money. Seven steps to an ethical culture: Question of Trust. Bank branches set to disappear as more customers go online. PosSol reviews social media policy. (9) How to create a Facebook business Page. How to Change Your Twitter Header Image. Financial Social Media Web Design.

The Bucket List - 10 Things To Do Before You Die. Mortgage, Loans, Remortgage, Financial Advice, and Debt Help in the UK - SimplyFinance. Insurers named and shamed by fos Insurance Age. Welcome to Panacea, Empowering small IFA firms. The 10 Best Marketing Infographics of 2012 (So Far) 18 Ways to Guarantee Nobody Misses Your Next Webinar. Metro Bank Online. IT failures threaten banking stability, regulators warn after RBS computer crash. Financial Services Sector Rejecting Social Media Marketing. Citi, LinkedIn Form Network for Professional Women. Demystifyadvice. Pricing Experiments You Might Not Know, But Can Learn From. Mobile responsive Genesis child themes.

PageSpeed Insights. Financial Planning - news, commentary and community for financial planning professionals - After Slow Start, Advisors Reap Social Media Benefits - The IAG Breaking News. Facebook Launches New Ad Creation Tool to Help Marketers Align Campaigns With Goals. Scribd. Wealthy Investors Turn to Mobile, Social Media in Droves.