Join us at The Park Royal Hotel & Spa on 1 October
New Digital Information and Smart Data Bill introduced in King’s Speech
Keeping track of the ongoing consolidation of the advice industry
Enhanced reputation and long-term sustainability
Taking three months or more to onboard ultra-high net worth clients
In business prevention is better than cure
Networks should adopt a personal and holistic approach
Six out of ten who do not get support are considering doing so
‘A personalised approach can help women look after their wealth’
Over a quarter of advisers are not segmenting their client base