'Don't lecture or school younger clients. Advisers should be able to listen and guide'
In the light of the government’s latest Budget
'Annuity sales could, and perhaps should, be higher'
Improving digitalisation, integrating AI and compliance
Important for advisers to reassure clients about their protections
'For vulnerable clients, the concept of value for money takes on heightened importance'
The editor's Friday Night Takeaway from 13 December
Helping women build confidence and craft long-term strategies
'Businesses spend days, weeks, months even, agonising over their brand'