Financial Services Industry
Industry: Email Alert RSS FeedWorkshops from 1st and Funds Fidelity.(FundsNetwork)(Brief Article)
Financial Adviser, September, 2004
FIDELITY FundsNetwork and software supplier 1st have launched a series of workshops to address practice-management issues faced by IFAs.
The 45-minute sessions, starting in Belfast on 8 October, have been designed to examine how to harness technology to improve client service and business productivity.
They will also look at how advisers can prepare for the new menu system, a government initiative to be introduced in January 2005 whereby IFAs will have to break down the costs of providing advice, whether it be on a fee or commission basis.
Principles of practice management will be outlined, concentrating on how to deploy technology, improve businesses processes, calculating whether IFAs' ambitions meet clients' needs and how to prepare for...
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