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...
Three shifts in sector
Numbers in Adviserland
Service increasingly key
'Meaningful client reporting'
Working on portfolio of unquoted healthcare investments
Managed by Benchmark Capital CIO Alex Funk
‘If you do not wish to offer protection advice, refer it’
‘Not just a sponsor’
Existing customers can stay put