Advisers must cut ties with traditional business practices if they want to properly serve lower value, mass market clients, delegates at PA360 heard.
The only way to properly adapt advice to capture lower value clients, and serve them in an efficient and effective way, is to overhaul the advice process from the bottom up, according to lang cat principal...
Covid-19 has proven a catalyst for digitisation among financial advisers
New heads of propositions and compliance named
'We can't do this alone'
'Advice makes people twice as optimistic'
Launched new firm at 25
Asking for apology
Ceremony online 15 December
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice
Schroders 'faces headwinds'
Scheme extended to 31 March 2021