People who have seen financial planners are more likely to invest more and stay invested for longer, Thesis business development director Lawrence Cook has said.
Thesis has a policy of referring prospective clients to advisers where it thinks they need it, and the firm keeps track of which clients it has referred to a planner, why and to which one. Those referred...
Three shifts in sector
Numbers in Adviserland
Service increasingly key
Corporate Chartered status
Seneca Global Income & Growth Trust first to be included
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'It is human nature'