Advisers who do not capitalise on the technological opportunities readily available to them now will fail to meet the changing generational engagement preferences younger people demand, warns Mark Loosmore
I recently took part in a fascinating webinar with Professional Adviser and its sister title Investment Week, looking at how advisers might go about protecting the sustainability of their business models...
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Senior Managers Regime
Interest rate outlook unchaged
FCA made demands last week