Establishing a profitable, client-centric advice business for the long-term should be the key goals for all advisers operating today, delegates at PA360 heard.
Speaking during a panel debate on what a good advice business looks like, Sandringham Financial Partners chief executive Tim Sargisson said while it was difficult to run a profitable advice firm it could...
PFS renews its warning to industry
Three shifts in sector
Numbers in Adviserland
For smaller and medium firms
'There will be more consolidation'
Fee-based revenue fell 13%