Many clients who have their later life planning under control say it was easier than they thought and they felt better once they had dealt with it so here Erica Hancock offers eight points for advisers to talk through
Conversations with clients about later life and dying can be difficult or uncomfortable and yet this is an essential element of financial planning. When your clients purchase a house, they consider all...
Keep your paraplanners close
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
That Friday feeling
Company decision making is rarely rational
Emma Bryon explores why longevity calculators can provoke unexpected behaviour as people are confronted with their own mortality. Here she warns against providing educational tools from an industry ivory tower
10 common advice errors
George Crowdy joins from Janus Henderson
Are we rewarding the right things?
Target five colleges first