VitalityLife has launched two tools to help advisers do business with their clients - an income protection 'Reality Checker' and a Trust Hub.
The insurer's Reality Checker helps advisers to highlight the need for income protection. It produces a Lifestyle Protection Report following questions about income, savings and outgoings. The report...
Robo-advisers manage £1.7bn in total
Closing in 2020
Second of five videos with Cazenove Capital’s DFM team
Why the flow to passives?