There is a real need to recognise the successful adviser of today - and increasingly the future - must be able to combine empathy with tech-savviness, writes Tim Sargisson
I enjoyed reading Simon Rogerson's recent article for Professional Adviser, Three ways to start preparing for the future now. I have a lot of time for Simon and his team at Octopus Investments - their...
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Plans for 2021
Downstream buy-out programme
'Rolling out the red carpet'
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
Which firms made the shortlist?
Entered administration in April 2020
Cuts fees across multi-manager range