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Prism Financial Advice has a team of 17 IFAs and more than £630m AUA

Harness the power of technology to maximise client engagement

Research shows 17% of advisers said they will make changes over next year

One charges more and want to work with young clients

More workshops and revision courses available for advisers in 2024

Advisers suggest this is due to lack of client understanding about their role

Investing is a long-term process that ideally happens over a lifetime

The editor's Friday Night Takeaway from 6 October

'I always wished there were other experienced-based routes'

More than half say financial advice helps them decide ‘the best course of action’