Companies
Interest rate rises force investors to turn to advisers
Expertise and experience of financial professionals is ‘crucial’ during turbulent times
Wealth managers lack strategies to assess client investment profiles
As 67% admit they mainly rely on their own intuition
Best Practice | 30 Nov 22
‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
How can networks help advice firms?
Changes in regulation and Brexit have put an increasing amount of pressure on advisory and wealth businesses