Four key disconnects between advisers and female clients
A recent study by Schroders and Ad Lucem highlights significant challenges and opportunities for advisers to address the evolving needs of female clients.
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Holistic advice ‘the key factor’ in impact of two pots on clients
Clients whose financial habits have been moulded by sound advice over many years are unlikely to act irresponsibly now, says Fairbairn’s Guy Holwill.
Help clients to explore alternative options to savings ‘pot’ withdrawals
Advisers should be able to show that all the other available options have been considered, says Old Mutual’s Lizl Budhram.
Quality over quantity: growing your advisory firm without sacrificing client service
You can grow a profitable small advisory business by proactively limiting client numbers and improving client quality, research from the US suggests.
How the independent financial adviser market fared in 2023
Insights from Ninety One on the sector’s investment flows, fee trends, and revenue growth.
