Chris Baigent-Reed, head of client engagement of 1st - Exchange, looks at what advisers must look to do to attract the customer of tomorrow.
With many IFA firms increasingly finding themselves pitted against a wave of RDR changes and rapid technological advancements, the big question advisers need to be asking themselves is how they can prepare...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till