Advice firms told to ‘get creative’ to attract younger clients
As they prepare to future-proof their businesses
Best Practice
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Why I became a financial adviser – Gareth Blease of Holborn Financial
Gareth Blease was a professional golfer before joining Holborn Financial
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Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
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Consumer Duty to force wealth firms to rethink business models
While white paper says the regulation will bring adviser-platform relationship closer
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Why I became a financial adviser…
Francois Louw was an international rugby player before joining Skybound
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Feifa chairman wants more clarity over fees in Europe advice market
David Vacani spoke with IA about his ambitions in newly appointed role at the professional body
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How should investors behave during market turbulence?
Instinct to sell is understandable, but it is important to remember that ‘investments rise and fall’
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True Potential chairman and founder receives knighthood
For his services to business, education, and social mobility
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JP Morgan WM sets up remote advice business in US
To reach out to a ‘whole new set of clients’
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Just 1% of advisers trust funds’ sustainability claims
But most agreed that ‘investments should make a positive difference as well as a financial return’
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12% of Brits receive unsolicited pension transfer approach
‘Cost-of-living crisis might be a route in for scammers’
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Advisers fear clients will not meet retirement goals
Savers with IFAs have greater clarity on how much money they need to have in later life