Hot topics

clock

There was a full house during the retirement planning section of the recent Professional Adviser summit. Helen Morrissey gives a run down of the subjects up for discussion

Renewed focus on customer service is key to advisers building a healthy, sustainable business in the future says Brett Davidson managing director at FP Advance. In the summit's opening presentation Davidson urged the audience to move away from commission only work and start charging fees as a means to building a renewable income stream. "At the moment many customers think they have a bit of a chat with the adviser who then fills out forms and seems to get paid a lot of money for doing so," he said. "We know there's a lot of advice given in these chats but because we don't charge for it ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Tyndall Partnerships head Sullivan on bespoke empowerment

Tyndall Partnerships head Sullivan on bespoke empowerment

‘No two IFAs invest in the same suite of models’

Isabel Baxter
clock 09 December 2024 • 4 min read
Smoothed funds set to be a 'bigger asset class for the advice market'

Smoothed funds set to be a 'bigger asset class for the advice market'

‘An attractive low-risk solution for retirees’

Isabel Baxter
clock 25 November 2024 • 3 min read
Advisers no longer see inflation as a major concern

Advisers no longer see inflation as a major concern

Funds offering a level of inflation protection were the last research, Square Mile finds

Isabel Baxter
clock 22 October 2024 • 4 min read