Client comms crucial in the Consumer Duty era
Softer launches expected at first
Roderic Rennison on the future of deals in the advice industry
Described as a ‘Duolingo’ for financial literacy
Now head of UK adviser solutions and sales at Vanguard
Intergenerational wealth planning importance
Innovation, or for things to just work better?
Advisers confident in their service quality but can benefit from support
Findings from Parmenion and The Lang Cat’s The Impact of Poor Platform Service report
‘What we saw at the Budget was the opposite of simplification’