As clients demand more efficient and cost-effective advice, advisers must think carefully about how they deliver their services.
“May you live in interesting times.” So goes the English translation of the famous Chinese proverb (or curse). Often reiterated through history by luminaries as diverse as Robert Kennedy and Terry Pratchett,...
‘Important to have an anchor’
Report to be written by TPR
Lack of innovation for solutions
Some 2,000 consumers affected