Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....
Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice....
Financial advice needed to focus on improving the value of advice, rather than focusing solely on the cost, according to a panel....
Regulatory reform, technology and some form of subsidisation are needed to fix advice, according to the FPA chief executive....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....