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...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation