Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Best Practice
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Revealed: All the winners of the IA Best Practice Adviser Awards
Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?
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What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
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One third of platforms and advisory groups ‘would fail’ SDR entity-level disclosure requirements
‘No time to waste in setting targets and collecting reliable emissions data’
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How do platforms need to communicate with advisers?
‘Good things happen when you bring your customers closer to your product, development and design specialists’
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Why I became a financial adviser…
Jade Rose was previously in the fashion industry before joining Kingswood
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PFS creates panel to set standards around sustainable financial advice
It will give advice on climate change and sustainability goals
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Should advice firms in Hong Kong and Singapore adopt a fee-based model?
One big issue is that the markets are ‘fragmented’
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Why I became a financial adviser…
Nick Onslow was previously in the Royal Army before joining Progeny
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Why I became a financial adviser…
Will Harries was previously a rugby player before joining Lumin Wealth
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Advice trade body becomes carbon neutral
To empower advisers ‘to take action into their own hands and build a greener future for their clients and communities’
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Cost-of-living crisis is increasing ‘retirement anxiety’
A fifth of Brits are losing sleep due to worrying about retirement