Managed Accounts – Making Sense of a Dog’s Breakfast

Managed accounts are currently the flavour of the month.  In T&C’s recent travels around the wealth management industry we have heard Managed Accounts described as anything from “the experience clients have to have”, to “a universal panacea for advisers looking to replace the ill-gotten gains of pre-FoFA rebates”.

We have […]

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    The new “D” word – Distraction and the need for strategic compliance

The new “D” word – Distraction and the need for strategic compliance

We’re well and truly over 2104!  In our last blog for 2014, “Tony and Carl’s Totally Awesome Performance Appraisal”, we reflected on the rise of the 5th “D” word in 2014 – arguably the most feared of the “D” words (the “originals” being Disintermediation, Disaggregation, Democratisation, and Digitalisation).

That’s because […]

By |February 11th, 2015|Uncategorized|0 Comments

Tony & Carl’s Totally Awesome Performance Appraisal

It’s that time of year again. No, not Christmas.

‘Tis the season to be confronted by the end of year performance appraisal. A time for honesty with each other and quiet reflection on how 2014 panned out as we rush headlong into the festive season.

Carl and I thought we would […]

By |December 18th, 2014|Uncategorized|0 Comments

Pouring Petrol on the Fire

Billy Joel released the chart topping song “We Didn’t Start the Fire” in September 1989, chronicling more than 100 headline events between 1949 and 1989, and partly inspired by some of the dramatic events of his youth, such as the Korean War and the Suez Canal Crisis.

In staccato fashion, […]

Careful What You Wish For

You could be forgiven for thinking that our industry is currently writing the definitive manual on sectarian violence and factional infighting.

Law suits, retracted tweets, questions over in-house administration assets, arguments over which industry body represents whom and on what. And as if all of these internal issues were not […]