News

Divorce is an emotional process and advisers must adapt to client needs

Female leaders in financial services urged not to ‘hit the exit button’

‘Advisers are tired of overpaying for technology that integrates poorly’

Around a fifth of advisers say clients have become more demanding

After FCA thematic review highlighted importance of regularly reviewing

IFAs must communicate differently to build trust with female clients

‘Leadership in financial services is a team sport’

‘We are not a consolidator, our goal is to support passionate entrepreneurs’

Defined benefit transfers and annuity sales have fallen, FCA finds

Nearly all advisers say investment clients have become more demanding