Financial advice has traditionally included meeting clients face-to-face. But with today’s world embracing a hybrid way of working, advisers need to ensure that the quality of meetings – whether face-to-face or virtual – remains equivalent, writes Sahar Nazir
Alan Moran explains why he is proud to be the only regulated financial adviser in the country to have signed up to provide funeral plan advice. That's right, the one and only. Read on to find out why.
Julia Bahr talks to advisers about the rise and rise of social media in the financial planning world and assesses how to manage the potential business risks and benefits.