Ben Goss on risk: Remember the past when building the future
Should investors be looking to find a place for thematic approaches to sustainability in their portfolios, writes Dynamic Planner's Ben Goss
Source: portfolio-adviser.com
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Dynamic Planner: Advisers who embrace hybrid will thrive in 2022
Dynamic Planner’s Ben Goss believes advisers who focus on customer needs and see change as an opportunity to demonstrate value in a hybrid world are well placed for success in 2022.
Source: moneymarketing.co.uk
The challenges of hybrid financial advice
Financial planning has transformed over the past 18 months and advisers face the challenges of a hybrid, post-pandemic financial services world, delegates at PA360 North, in association with Canada Life, heard.
Source: professionaladviser.com
Revealed: All the winners at the 2021 PA Wealth Partnership Awards
Three wins for LGT Vestra and two for Quilter Cheviot in the 2021 Portfolio Adviser Wealth Partnership Awards
Source: portfolio-adviser.com
8% of UK advisers to sell their business in next five years
This increases to 23% for sole financial planners
Source: international-adviser.com