‘Advisers should consider personal circumstances when it comes to investment’
‘Advisers need to address the next generation as a new client segment’
Future-proofing advice, building sustainable portfolios, all things SDR
‘You are not struggling for clients, so it is a great place to be.’
Cash ISAs were the preferred vehicle for those planning over the long-term
‘It does feel like the wind has been in our faces over the past few months’
Sacha Sadan was speaking at the annual Amundi conference
Strategic partnership to improve access to financial advice
‘On the positive side, there is a big market to be served’
'It is always concerning to see complaint levels continue to rise'