
Financial planning has transformed over the past 18 months and advisers face the challenges of a hybrid, post-pandemic financial services world, delegates at PA360 North, in association with Canada Life, heard.
Yasmin Siadatan, sales and marketing director at Dynamic Planner, said financial planning without the face-to-face contact clients were used to has become tougher, particularly for those who do not fully...
To continue reading this article...
Join Professional Adviser
- Unlimited access to real-time news, industry insights and market intelligence.
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters.
- Make smart business decisions with the latest developments in regulation, investing retirement and protection.
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes.