Advisers who fail to build relationships with clients’ family members risk destroying the value of their business as wealth is passed on to the next generation, delegates heard.
Schroders intermediary solutions director Gillian Hepburn said it is essential advisers identify where client assets will flow upon client death, and for intermediaries to build relationships with likely...
Doesn’t have to be complicated
Different ways of thinking
Whether it's because we had to or wanted to, lockdown gave us all the opportunity to do things differently. But which of these new habits are likely to remain part of everyday life? Simon Goldthorpe shares his thoughts...
Necessity really is the mother of invention
George Osborne's baby
Rolls-Royce to cut 9,000 jobs
Opened this month
Despite concerns over recruiting
'Disparity in readiness'
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.