Convincing a law firm to introduce a standardised fact-find is essential to make the most of a professional connections relationship, according to Simpsons Solicitors.
Partner Mike Simpson told SIFA's 2017 conference financial advisers have a standardised fact-find for regulatory and compliance reasons, as well as good practice, but this is not necessarily the case for...
Pain thresholds key
To communicate equity release's wider opportunities and benefits, writes Chris Flowers, providers and advisers need to think about how best to engage not only its usual target audience but also their families
What made financial headlines over the weekend?
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Don’t ‘leave it all on the pitch’