Despite evidence segmenting your client base is the gateway to profitability, some advisers are still unconvinced.
Three years ago – just as the FSA began talking of an RDR – IFA firm Brunning Newman Houghton (BNH) took the decision to segment its client base. With face-to-face advice the main driver for director...
Paul Bruns and Elaine Parkes
3,000 left to transfer
Record numbers of people aged 90 plus
From 3 to 10 October