Advisers were asked how to narrow the gap between those who need advice and those who can afford it. Their answers revealed an enterprising ruthlessness in their business that is rarely talked about in the open...
(If you just want to read the anonymous quotes from the event, scroll down. For my take on what was said, keep reading.) Maybe I'm more naïve than I thought. But I was pretty shocked by what I heard...
Ceremony will take place 13 November
300 organisations signed charter
Tough year for the sector
Targeting annual yield of 4%