Establishing a profitable, client-centric advice business for the long-term should be the key goals for all advisers operating today, delegates at PA360 heard.
Speaking during a panel debate on what a good advice business looks like, Sandringham Financial Partners chief executive Tim Sargisson said while it was difficult to run a profitable advice firm it could...
As head of distribution
‘Misconduct is misconduct’
Ramifications for advice firms
Calling for new advisers to join
Falls to 2.4%