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;...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created