Opinion

Increase in the recruitment of protection experts at many firms

Six monthly due diligence should be the goal

Do I need a retirement proposition as well as an investment proposition?

Helpful when positioned as 'the bit before financial advice'

'Could be costly if taken incorrectly'

'The pace of regulatory change has become relentless'

Networks should adopt a personal and holistic approach

Consumer Duty board report comes with specific challenges

Helping clients reveal (and, often, discover) their real objectives

A more bold and ambitious vision will be required