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...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created