Client recommendations biggest opportunity
Purpose is the line that runs through financial wellbeing like the proverbial stick of Blackpool rock (or Brighton rock for those down South), writes Chris Budd, and this is particularly true when a person retires. Here, the co-founder of the Initiative...
The sale of Quilter's life assurance business to ReAssure has been confirmed.
The direct lending market has grown at a remarkable rate over the last decade, writes Jack Rose, who argues investors have a number of options for accessing predictable, risk adjusted returns...
Financial advisers are not doing enough to engage with clients' beneficiaries, writes Tim Sargisson, who lays out why engaging the next generation is so important for advisers and their businesses...