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Shareholders in what was then called Standard Life Aberdeen had high hopes of Stephen Bird when he joined in September 2020 after a successful career at Citigroup. But the consensus is that his tenure has been a disaster.
The coaching skills I've recently gained have been transformational.
Studies suggest women could soon control 560% of the UK's wealth. Yet, there are still big disconnects between advisers and their female clients.
Through the Advice Guidance Boundary Review, we have the opportunity to create a system that places consumer needs firmly at its heart
Many advisers do not have an effective strategy in place to actively support existing clients. The 2023 Protection Viewpoint report from the Association of Mortgage Intermediaries (Ami) found that only 48% of advisers conducted regular reviews with policyholders.