Financial planning is set to change significantly in the decade ahead, writes Simon Rogerson. The successful firms will be those who do not merely navigate that change, but seize the opportunities to do things better.
The keys to preparing for the future lie in three areas - ensuring technology is at the heart of any business to drive a better customer experience; focusing on the next generation of financial advisers;...
Despite improved risk appetite
FOS award limit increase
Relates to 136 million transaction reports
Ceremony will take place 13 November