Advisers planning to sell their businesses are encouraged to focus on cultural alignment over financial gains to ensure successful outcomes.Victoria Hicks stresses the need for a…
Scottish Widows has introduced a new income protection product on Iress’ platform to enhance financial resilience.The product is part of Scottish Widows’ extensive suite, including term,…
National Friendly has significantly reduced the time required for income protection applications, enhancing efficiency for advisers.The simplification process has cut adviser application time from 14 minutes…
Attendees at a recent conference emphasised the immediate risk of vulnerability due to fraud incidents.Advisers have a crucial role in protecting clients who are already at…
In a revealing poll, professional advisers shared varied strategies for firm growth, reflecting innovative approaches and cautious planning.One adviser aims to expand by integrating an additional…
A recent poll indicates most advisers have not experienced a significant increase in client numbers.The survey found that 66% of advisers have maintained their usual client…
Philanthropy is increasingly prevalent among clients, influencing financial advisory services.Engaging clients in philanthropy can prevent them from outgrowing their service providers.Philanthropy serves as a vehicle for…
Standard Life Home Finance introduces online clinics for later life lending advisers, addressing market needs.The clinics aim to support advisers by covering key market areas and…
Standard Life Home Finance has launched online clinics to support later life lending advisers.The clinics aim to provide important insight into market changes and processes.Sessions will…
