Better Business: Meeting clients' service demands

clock

As clients demand more efficient and cost-effective advice, advisers must think carefully about how they deliver their services.

“May you live in interesting times.” So goes the English translation of the famous Chinese proverb (or curse). Often reiterated through history by luminaries as diverse as Robert Kennedy and Terry Pratchett, it is easy to see how it could relate to the current and impending situation in UK retail financial services. RDR will certainly act as a driver for change as we move to a world in which adviser charging sits alongside a higher requirement for qualifications. But RDR is not the only relevant precursor of change. Customers themselves are changing. In fact, if we look at the global eco...

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 Your profession

Sector divided on Reeves' pullback on Cash ISA reform

Sector divided on Reeves' pullback on Cash ISA reform

‘A big win for defenders of a broken system’

Sorin Dojan
clock 11 July 2025 • 2 min read
FCA flags progress on internal DEI targets and urges action on Consumer Duty

FCA flags progress on internal DEI targets and urges action on Consumer Duty

According to the FCA report 2024-2025

Sahar Nazir
clock 11 July 2025 • 2 min read
FCA reviewing client categorisation rules to distinguish retail investors from the pack

FCA reviewing client categorisation rules to distinguish retail investors from the pack

Goal of 40 more initiatives to be completed by year end

Eve Maddock-Jones
clock 10 July 2025 • 2 min read