News

Defaqto conference panellists urge shift to service-led, goal-driven strategies

Follows February rebrand

‘Are you really listening to your clients?’

Retirement panel on client-centric approaches

Consumer Duty has increased interest from IFAs and wealth managers

‘Volatility is your friend if you are a long-term investor’

But new hires not ‘driven solely by money’, panellists say

Albemarle Street Partners’ Charlie Parker on the social element of investing

‘AI is not coming for your jobs’

A ‘broader stepping stone’ to fully fledged advice