Advisers have shifted focus away from inflation concerns, highlighting new investment trends.Research indicates a reduction in the focus on inflation-protected funds, with these making up only…
Advisers express strong confidence in providing high-quality client service, but concerns linger over regulatory oversight.A substantial 92% of advisers are confident in delivering good value for…
Advisers are being encouraged to shift towards a more client-centric approach.At the CISI Financial Planning Conference 2024, experts emphasised listening over asserting.Advisers are advised to counteract…
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…
Standard Life Home Finance is enhancing support for later life lending advisers through online clinics.The clinics commence on 16th October, covering vital market areas and lending…
Professional Adviser’s Regional Working Lunch events commence next week, focusing on key issues for advisers.The events are scheduled across various UK locations in October and November.Designed…
