Delving into the Illuminate archives is always interesting, not least because it flags the issues financial planners find themselves grappling with year after year.
Of all the articles, videos and downloads that Illuminate has produced since its launch in February 2015, there are some that continue to generate interest long after they were first published.
In publishing speak, this kind of content is what’s known as ‘evergreen’ – older articles which continue to be widely read regardless of when they were first written.
Among our own evergreen articles, there are a number of common themes that still ring true as evolving challenges and issues for today’s advice profession.
From the implications of the consolidator model and where to start with marketing, to what motivates young planners and how to establish an ethical culture in your firm, here’s our definitive list of Illuminate’s evergreen articles that continue to provide food for thought.
Adrian Murphy discusses what the trend towards consolidators means for the concept of independent advice.
The on-the-ground experience of advisers and pension specialists in giving advice on defined benefit pension transfers
Our first profile interview – Adam Carolan on the evolution of Xentum and the birth of NextGen Planners
Vito Faircloth explains what motivated him to become a Personal Finance Society Fellow and his belief in continuous development
A ‘deliberately low risk’ approach to dealing with those looking to transfer out
Lucian Camp talks through the key characteristics you need to consider when building a brand.
Nucleus chief executive David Ferguson on the fundamental shift from comparing funds against their peer group to their passive equivalent
Alan Moran shares his thoughts on what firms may want to consider when putting in a new back office system
Phil Billingham looks at ways you can embed a client-centric culture
King of the Illuminate charts Phil Young picks holes in the requirement to notify clients if their portfolio falls by more than 10%