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Your profession

Clients now 'better educated' on advice industry, advisers say

Your profession

Clients now 'better educated' on advice industry, advisers say

Around a fifth of advisers say clients have become more demanding

clock 17 April 2024 • 1 min read
Advisers urged to review platform selection to meet client needs

Your profession

Advisers urged to review platform selection to meet client needs

After FCA thematic review highlighted importance of regularly reviewing

clock 17 April 2024 • 1 min read
IFAs must grasp gender differences to grow female client base

Adviser tips

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

clock 17 April 2024 • 2 min read
Women in leadership: Being authentic is a strength

Your profession

Women in leadership: Being authentic is a strength

‘Leadership in financial services is a team sport’

clock 16 April 2024 • 7 min read
Growing technology use increasing adviser and client pressure

Technology

Growing technology use increasing adviser and client pressure

Nearly all advisers say investment clients have become more demanding

clock 16 April 2024 • 1 min read
Advisers seeing clients 'stretch finances' to afford private school

Your profession

Advisers seeing clients 'stretch finances' to afford private school

Parents ‘stretching finances’ to finance private education

clock 16 April 2024 • 1 min read
FCA's Howard: Firms' culture must change to attract female talent

Your profession

FCA's Howard: Firms' culture must change to attract female talent

‘We need a different and better mix of advisers and advice’

clock 16 April 2024 • 4 min read
Tatton sees AUM reach £17.6bn as advice firm numbers grow

Companies

Tatton sees AUM reach £17.6bn as advice firm numbers grow

Discretionary fund manager records net flow increase of 28% to £2.3bn

clock 16 April 2024 • 2 min read
New online platform launches for care-related advice

Companies

New online platform launches for care-related advice

To meet Consumer Duty and vulnerability regulatory expectations

clock 16 April 2024 • 2 min read
HNW individual advice firm partners with Multiply AI

Companies

HNW individual advice firm partners with Multiply AI

OCM Wealth Management will use AI to roll out a new AR business model

clock 15 April 2024 • 1 min read
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