Mark Loosmore: How to play the long game and remain relevant

I recently took part in a fascinating webinar with Professional Adviser and its sister title Investment Week, looking at how advisers might go about protecting the sustainability of their business models by focusing more on the transition of intergenerational wealth. You can view the full webinar here The focus of the discussion quickly turned from identifying the need to adapt advisory propositions in order to appeal to younger generations to looking at potential solutions around communication, education and the delivery of digital solutions through integrated technology. The host - ...