Over a quarter of advisers are not segmenting their client base
The ‘sink or swim' approach can be a risky and costly one
Smaller firms finding it more difficult to be innovative
‘The sector is set to lose so many of its experienced workforce’
‘They need bespoke strategies with the expertise of multiple advisers’
‘Properly structured, these arrangements can benefit everyone’
'The current Companies House system is messy'
'Integration post-acquisition does not have to be so difficult'
Tops the list of focus areas following the FCA’s Retirement Income Review
'This may not be comfortable reading for providers'