Axa-owned advisory business Bluefin Wealth Management has identified some 190,000 ‘legacy' customers following a marked drop in adviser numbers, and will begin re-engaging with them ahead of the RDR.
The company formed from the business previously known as Thinc has moved from having 800 advisers three years ago to 32 highly-qualified planners following a restructure. Due to the drop in numbers,...
RDR brought sweeping changes to adviser charging
A quarter (26%) unwilling to pay fees
Research by Grant Thornton
The right culture is essential...
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
It’s The Pro Adviser Podcast
Defer to 2021/2022