The new year is a perfect time for firms to take a fresh look at their business and make the tough decisions that will ultimately lead to a more sustainable, profitable future, writes Julie Greenwood
I spent time volunteering at my local dog rescue centre over Christmas. There, I saw many families facing the hard truth that they could no longer care for their pet. Some were upfront, bringing the dog for rehoming devastated, and explaining their reasons for doing so. Others, sadly, just left them behind. The difference lies in taking responsibility. Over the last few months, I have seen many advisers face the same challenge. Acutely aware of their duty of care to clients, but concerned they may not be the best home for those with smaller assets. As the new year kicks off, with a...
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