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...
Three shifts in sector
Numbers in Adviserland
Service increasingly key
Sci-fi movies may have promised us some snazzy technology that hasn't quite come to pass, writes Simon Goldthorpe, but that does not mean financial advisers should dismiss the power of fintech...
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'Number of issues' found
Advisers can transfer assets themselves