Advice profession thrives following Covid pandemic
The advice profession is in “excellent health” as it is receiving more enquiries and taking on more clients, a new report by Dynamic Planner has revealed.
Source: moneymarketing.co.uk
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Less than a quarter of advisers back to mostly face-to-face work model
Just 23% of advisers have returned to a majority face-to-face model of working, new research from Dynamic Planner shows.
Source: professionaladviser.com
The Morning Briefing: Comp limits review and advice profession thrives
Good morning and welcome to your Morning Briefing for Wednesday 14 December 2022. To get this in your inbox every morning click here. Compensation limits review The Financial Conduct Authority will review compensation limits and consider whether they remain at an appropriate level for different types of claims. This
Source: moneymarketing.co.uk
Are you happy? Advisers reflect on their choice of career in new research
Almost all (87%) financial advisers would recommend their choice of career to others, Dynamic Planner finds.
Source: professionaladviser.com
The Morning Briefing: Are there more vulnerable clients than you think?
Good morning and welcome to your Morning Briefing for Friday 9 December 2022. To get this in your inbox every morning click here. Are advisers underestimating the number of vulnerable clients? As the cost-of-living crisis is exacerbating, our chief reporter Lois Vallely looked into clients in vulnerable
Source: moneymarketing.co.uk