Asked to name an 'Adviser Champion' - someone who would be a great advocate for the financial advice profession - Mark Stokes picks out 'Michael', a client he has looked after for the last two decades.
The Succession Group proposition and marketing director first advised 'Michael' on buying his business 20 years ago and then, at another key stage of his life, when he sold it, worked through a detailed...
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
The government is "in daily contact" with industry figures over the pensions dashboard as it prepares for the roll-out and its feasibility report, Guy Opperman has said.
Organisation led by Johnny Timpson
From 1 April 2019
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