PA Asks

Consumer Duty has not helped less wealthy clients, industry agrees

Consumer Duty

Consumer Duty has not helped less wealthy clients, industry agrees

The industry says it has not helped moderately wealthy access advice

clock 10 November 2023 • 1 min read
Behavioural psychology key to understanding clients, industry agrees

Your profession

Behavioural psychology key to understanding clients, industry agrees

Advisers, business owners and paraplanners share their thoughts

clock 06 November 2023 • 1 min read
Need for life coaching and behavioural finance will grow, industry says

Your profession

Need for life coaching and behavioural finance will grow, industry says

Advisers, business owners and paraplanners share their thoughts

clock 06 November 2023 • 1 min read
Exit strategy planning should start three years out, industry says

Your Business

Exit strategy planning should start three years out, industry says

‘To continue without an end in mind is a commercially strategic mistake’

clock 27 October 2023 • 1 min read
FCA is managing out smaller firms it does not trust, industry says

Your profession

FCA is managing out smaller firms it does not trust, industry says

‘Consumer Duty regulations mark the end for smaller firms’

clock 25 October 2023 • 2 min read
Industry professionals embrace younger clients thanks to cost benefits

Your profession

Industry professionals embrace younger clients thanks to cost benefits

Lower costs prompt professionals to engage with younger clients

clock 23 October 2023 • 1 min read
Industry against govt sponsoring financial reviews once a decade

Your profession

Industry against govt sponsoring financial reviews once a decade

Survey respondents say the grant could be a waste of time and money

clock 23 October 2023 • 2 min read
Younger advisers are not less competent but need to gain experience

Your profession

Younger advisers are not less competent but need to gain experience

Majority believe younger advisers have just as much to give as older advisers

clock 23 October 2023 • 2 min read
Advisers say peers are not aware enough of client crypto use

Technical

Advisers say peers are not aware enough of client crypto use

Over 70% believe advisers are not aware enough client crypto use   

clock 16 October 2023 • 2 min read