A series of seminars offering insight into how best to segment a client base, with a particular lean toward high net worth (HNW) clients, is being launched for financial advisers.
The free events, hosted by Principal Investment Management and entitled 'Profitable Know-How', will illustrate to advisers how to identify and target wealthier customers, and how to tailor their propositions accordingly. Some critics of the Retail Distribution Review (RDR), a consultation paper on which is set to launch next week, say its proposed rules, specifically the introduction of adviser charging, will limit holistic financial planning services to wealthier individuals only. Principal says with revenues under pressure as a result of market conditions, IFAs must master the art of ...
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