From this month's survey it was clear that for most advisers looking to switch from a commission-focused to a fee-based business model, the biggest concern was how to persuade their clients to accept the new way of working. We asked business consultant Brett Davidson for his tips on effecting that change.
As transitioning begins to really gather pace throughout the industry advisers are looking at how they identify which of their existing clients may be suitable for a new business model: one based around...
Search for replacement to begin imminently
60+ £300bn ISA savings
Has technology moved on?
Total funds on list rise from 26 to 58
What made financial headlines over the weekend?