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‘Clients overlook major sources of value from advisers’

Make ethics reviews part of regular team training and development

Advisers can calculate IHT liabilities based on future estate value

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

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

‘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’

‘On the positive side, there is a big market to be served’

'Advice and basketball both require teamwork and accountability'