Neil Liversidge is putting his head above the parapet on client segmentation. Here he explains why his firm doesn't place clients into FCA-mandated 'pigeonholes' despite being told that's exactly what advisers need to do...
Have you categorised your clients? A few years ago we were told that the Financial Conduct Authority (FCA) was keen that firms should categorise clients, using labels such as ‘young accumulators' and ‘retired...
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