Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...
So how is the IFA going to meet the RDR head on? There are so many issues currently facing the IFA firms of today. Many have suffered from the reticence that has permeated the whole of the UK for people to do anything with their money. The credit crunch has created an environment of holding off making decisions until it becomes clear that things are getting better. As they seem to be getting better now, there is starting to be movement. During this time we have seen more activity on our help desks, while advisers and their staff rationalise their business model and aim to use their resou...
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