Client procurement costs ‘unsustainable’
Advisers should tailor their ongoing services to their clients and don't need to see all of them annually to satisfy an unwritten rule about treating active customers fairly, Prudential head of business consultancy Paul Harrison has said.
Robo-advice and artificial intelligence (AI) are two different things that both have the potential to disrupt the UK financial services market in the next few years, according to technical specialist and entrepreneur Phil Goffin. But sci-fi it is not......
Forty Two Wealth Management principal Alan Dick has pledged to change the way he presents his proposition after research suggested consumers are more likely to commit to an offering if they have been offered a choice.
Standard Life has released a toolkit aiming to help advisers create a compelling client proposition for the post-Retail Distribution Review (RDR) environment.
Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals her eight step plan to get your business RDR-ready by the December 2012 deadline.