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...
Advisers look to secondary drawdown
In an environment where demand for personalisation is rising across a range of products and services, writes Jenny Davidson, financial advisers must follow suit and embrace new technology to offer individual investment preferences at scale…
Company valued at £90m
What made financial headlines over the weekend?