Rebecca Jones takes a look at why, and how, advisers should be adding young professionals to their client banks.
Young professionals tend to be elusive clients for financial advisers. One explanation seems to be that professionals in their late twenties to mid-thirties are, generally speaking, less concerned about...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
Clients are like family
'Regulatory failures' during FCA tenure
Legal battle ongoing