What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
Firms should prepare for three critical influences this year
‘No time to waste in setting targets and collecting reliable emissions data’
‘Good things happen when you bring your customers closer to your product, development and design specialists’
Jade Rose was previously in the fashion industry before joining Kingswood
It will give advice on climate change and sustainability goals
One big issue is that the markets are ‘fragmented’
Nick Onslow was previously in the Royal Army before joining Progeny
Will Harries was previously a rugby player before joining Lumin Wealth
To empower advisers ‘to take action into their own hands and build a greener future for their clients and communities’
A fifth of Brits are losing sleep due to worrying about retirement
Matthew Bourn was previously a bricklayer and a police officer before joining Irwin Mitchell AM
Craig Barr was previously a footballer before joining Wesleyan Financial Services