opinion

What should owners be thinking about when considering the sale of a financial services business?

Advisers are revisiting long-held assumptions

'Clients want quality time and attention and a human to talk to'

'One of AI's most powerful effects is removing the administrative and coordination burden'

In HNW cases, divorce settlements are rarely straightforward

'This does not signal the end of AIM within estate planning'

'By acting now, advisers can help clients avoid the January scramble'

'Advisers must be honest about which parts of the client book remain sustainable'

'I'm not convinced everyone putting their use of AI front and centre understands the risks of going all-in'

‘Friction between advisers and paraplanners rarely appears out of the blue’