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Latest News - David Shelton

Unlikely competition could spark advice shake-up

New players have entered the market post-RDR which should motivate IFAs to review their wares.

What price advice? 10 tips to compete on cost

Being able to compete on price is becoming increasingly important in the adviser charging environment of the RDR world. Here are 10 key questions that could help your business, writes David Shelton of Stoke Bishop Associates.

Size isn’t everything: why small IFAs can still succeed

Small firms’ chances of success equal those of bigger IFAs if they outsource effectively and adopt a management style that makes the most of their nimble size, writes David Shelton of Stoke Bishop Associates.

From online to streamlined: five future models for financial advice

It is important for advice firms to consider how the market will develop in the RDR world and whether their business model will make them a winner or needs tweaking, writes David Shelton of Stoke Bishop Associates.

Adviser charging: what the FCA wants to know

Collecting a wide range of adviser charging data in the right format is vital under RDR regulations and firms must be ready to show the FCA they are complying. What should advisers be aware of? David Shelton of Stoke Bishop Associates outlines the key areas. 

Changing market demands IFAs review pricing models

IFAs face the challenge of establishing a sustainable pricing structure that balances profit targets and regulatory pressure with clients’ willingness to pay, writes David Shelton of Stoke Bishop Associates.

How to perfect your people policies

To compete successfully in the RDR world, IFA firms must employ the right people with the right skills, and retain them with target setting, motivation and rewards, writes David Shelton of Stoke Bishop Associates.

How advisers can drive for efficiency with a dashboard data system

A dashboard data system helps firms make informed decisions and demonstrate efficiency to potential buyers and the regulator, writes David Shelton of Stoke Bishop Associates.

Six steps to building a future-proof business

Advisers should not let their focus on the RDR deflect them from preparing their businesses for economic and social changes that will have a greater impact in the longer term, writes David Shelton of Stoke Bishop Associates.

How to plan a successful post-RDR strategy

Many IFA firms are still deciding whether to operate as a generalist or a specialist post-RDR, and the market attractiveness matrix is a useful framework for undertaking this evaluation. David Shelton of Stoke Bishop Associates takes us through six steps to work out what's best for your business.