Five questions every forward-thinking firm should ask

TRENDS

Nicola Brittain
clock

Progressive firms will want to take advantage of changes in the market before their competitors do - so what questions are they likely to be asking right now?

Firms that want to make the most of opportunities afforded by the Retail Distribution Review, auto-enrolment and the fall in adviser numbers will be looking to set themselves apart from competitors wanting to do the same. Although no one has a crystal ball, spotting market trends and taking advantage of them will mark out the best firms from the also-rans. Here are five questions progressive firms must address: 1 How do we respond to the feminisation of wealth? The female market has never been properly targeted by financial advisers and yet an increasing number of career women hav...

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 Adviser tips

Editor's View: The consolidation news keeps on coming

Editor's View: The consolidation news keeps on coming

The editor's Friday Night Takeaway from 19 April

Hope Coumbe
clock 19 April 2024 • 1 min read
IFAs must grasp gender differences to grow female client base

IFAs must grasp gender differences to grow female client base

IFAs must communicate differently to build trust with female clients

Jenna Brown
clock 17 April 2024 • 2 min read
Editor's View: Is all this talk of bonds giving you whiplash?

Editor's View: Is all this talk of bonds giving you whiplash?

The editor's Friday Night Takeaway from 12 April

Hope Coumbe
clock 12 April 2024 • 1 min read