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;...
How do you sort the wheat from the chaff?
'What are you trying to achieve with your wealth?'
'Time for a new model, now'
Assessing manager strategies
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Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers