The advice industry needs to get to grips with how clients really want to be reached and dealt with, writes Earl Glasgow, managing partner at True Potential
Retailers really do set the standard when it comes to customer relations, particularly the big supermarket chains. They are the very epitome of the term ‘mass-market' and financial advisers should be learning...
What made financial headlines over the weekend?
To promote 'long-term investment'
Switching 'hard and expensive'
Smaller funds still packing a punch