‘You have to proactively seek engagement and understand them’

‘It should not be based on speculation, always plan on current legislation’

Sense Network receives BareRock’s ‘first ever’ Club 20 membership

Aims to expand its network’s offering to high-net-worth individuals

‘Clients may choose Teams even if face to face happens every two years or so’

‘Clients overlook major sources of value from advisers’

Demand for social media influencers who specialise in finance drops by 13%

First deal since the firm received PE backing from Coniston Capital

‘Advisers should consider personal circumstances when it comes to investment’

‘Advisers need to address the next generation as a new client segment’