David Ingram: Four successful professional connection approaches - seven lessons
Legal and financial are complementary disciplines
David Ingram draws seven lessons from the distinct approaches of four advisers who demonstrated at the recent SIFA conference the real success they have made of combining legal and financial services
Financial advisers have always been keen to work with solicitors and, where it brings a specific client's professional advisers together to ensure the best outcome is generated, this has worked well. ...
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Robeco launches educational platform for investment professionals
Available in eight languages