Latest news
Clients want more from their advisers
Annual reviews and quarterly communications will not make the cut anymore
‘Product-selling mentality’ left a gap in advice sector
‘Eat what you kill’ mindset meant there was little incentive to train the next generation of IFAs
PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
IFA firm buys Beaufort Group
As it plans up to 20 more acquisitions to create regional hubs