PA Asks

‘Clients may choose Teams even if face to face happens every two years or so’

'Easier to confirm meetings via WhatsApp than calling'

‘Most clients don't really care’; ‘Clients have never asked about ESG’

‘Have difficulty buying a home and will have a lower overall asset base’

'Regulatory pressures are the first thing on my mind’

‘We try and offer advice fairly to all of our segments’

Industry splits with 46% saying yes and 42% saying no

PA Asks reveals if advisers have plans for how to handle serious situations

The latest findings from Professional Adviser’s in-house research

‘It can’t be forced on them’; ‘Some elderly clients still prefer paper’