The advice sector has not always been good at retaining the business of subsequent generations but now, writes Mickey Morrissey, there is a question mark over whether advisers can really continue without a strategy for this
It has been a buoyant time for the advice sector. The new flexibility around pensions has meant advisers have a rich new seam of business, which - for many - will see out their careers and beyond. For...
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