Financial planning is set to change significantly in the decade ahead, writes Simon Rogerson. The successful firms will be those who do not merely navigate that change, but seize the opportunities to do things better.
The keys to preparing for the future lie in three areas - ensuring technology is at the heart of any business to drive a better customer experience; focusing on the next generation of financial advisers;...
That Friday feeling
Company decision making is rarely rational
Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.
The Pro Adviser Podcast
Following Bailey's BoE role