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clients

Consumer Duty 'makes it harder for advisers to serve the mass affluent'

Consumer Duty

Consumer Duty 'makes it harder for advisers to serve the mass affluent'

It's an ‘unintended consequence’

clock 23 September 2024 • 3 min read
Give the clients what they want: Why advisers must embrace tech

Technology

Give the clients what they want: Why advisers must embrace tech

Clients want fast, accessible, and personalised service

clock 12 September 2024 • 4 min read
M&G-backed Continuum targets 100 advisers

Companies

M&G-backed Continuum targets 100 advisers

Leader on consolidation: ‘You don’t know what you’re buying’

clock 08 August 2024 • 4 min read
Advisers need to gear up for a 'surge' in new clients

Your Business

Advisers need to gear up for a 'surge' in new clients

Six out of ten who do not get support are considering doing so

clock 26 June 2024 • 1 min read
Challenging the idea that 'lower value' clients are not valuable

Your profession

Challenging the idea that 'lower value' clients are not valuable

‘Advisers are not willing to solve this problem and need to speak up’

clock 11 June 2024 • 2 min read
Majority of advisers have taken on a new client in the last month

Client Acquisition

Majority of advisers have taken on a new client in the last month

'The ability to look after client numbers is more of an issue'

clock 13 May 2024 • 1 min read
PA360: Clients value advisers' experience with 'people like them'

Your Business

PA360: Clients value advisers' experience with 'people like them'

Advisers need to decide what type of clients they want to serve

clock 26 April 2024 • 3 min read
Advisers say there are 'barriers' to serving lower-value clients

Your Business

Advisers say there are 'barriers' to serving lower-value clients

Advice is in high demand with firms seeing increase in new client enquiries

clock 19 December 2023 • 1 min read
Firm urges advisers to obtain feedback for developmental purposes

Your profession

Firm urges advisers to obtain feedback for developmental purposes

Those who do not are ‘only cheating themselves’

clock 24 July 2023 • 2 min read

Your profession

Jeremy Mugridge: Adding new clients should be a family affair

Intergenerational wealth transfers set to surge

clock 30 September 2020 • 4 min read
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