Need to ensure ‘customer-first’ propositions
Advisers need to delegate and outsource
Sandringham Financial Partners went independent this week
The need for scale
'Vast majority' do not find value in advice process
Regulator accepted nine firms into advice unit
Cathi Harrison explores the options
How big is the demand for women-only advice?
Planning service will focus on the financial needs of women
Little support for automated advice
Now accounts for a quarter of investment approaches
Clients must be placed at the heart of every advice business
'Technology is changing the pensions industry'
Advice in the workplace provides 'unique' opportunity
Later life advice market 'increasingly competitive', chairman says
Pre-tax profits reach £1.6m
Three things clients may call you about this week...
It bought 11 advice firms last year
'A very real and very interesting challenge'
eVestor will charge 44bps in total
Deal is subject to FCA approval
Advisers' use of technology and robo-advice are separate issues and commentators touting the end of traditional advice should be careful to distinguish between the two, a technology expert has said.
Comprehensive personal service results in happy clients