More than half (57%) of financial advisers can no longer afford to take on clients with less than £100,000 in assets, research by Canada Life has found.
In a survey of 250 advisers, the life company found that regulatory change and increasing insurance costs has had a financial impact on their businesses. When asked what the minimum amount of assets...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'