December - 2018

Robin Powell

An experienced television journalist, Robin runs Regis Media, a UK-based content marketing consultancy which helps financial advice firms around the world to attract, retain and educate clients.

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Managing client expectations through uncertain times

Three things you need to know about running a financial planning firm

A successful retirement is about far more than having enough money

Planning for a successful retirement is about far more than ensuring you have enough money

Dec 11, 2018

Why building an audience is easier with a niche

How can financial advice businesses build a bigger audience — and their client base? By having a niche, says Matt Halloran, and targeting th

Dec 4, 2018

Study shows Millennials want advisers to educate them

We all have a tendency to pigeon-hole people. Millennials — those born between 1981 and 1996 — are a good example. Stereotypes abound. But what does this age group really think about investing and financial advice? What are Millennials looking for in a financial advice firm? And what can advice firms to make themselves more appealing to younger clients? A study of US investors conducted by the FINRA Investor Education Foundation and CFA Institute challenges preconceptions. Th