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...
Know suitability requirements
As head of distribution
‘Misconduct is misconduct’
Ramifications for advice firms
Calling for new advisers to join