Introducing IW's business planning feature

Welcome to the first of a regular weekly page on intermediary business issues. Investment Week has always emphasised that financial services is essentially not difficult: behind every product lies an investment and good investments produce strong returns that meet client expectations. The philosophy behind this page is similarly simple: a strong, well run business is a positive for clients and the intermediary. It ensures a long-term relationship which is beneficial to both. The clients receive quality advice, helping them achieve their financial goals over time. The intermediary has a ...