As IFAs prepare their businesses for RDR, Maria Merricks finds out how to attract wealthy clients and hold onto them.
Arguably the biggest challenge for IFAs setting up new businesses or smaller firms looking to expand is getting the first high-net-worth (HNW) clients through the door. Although attracting wealthy clients...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019