Should advisers vie for young professionals as clients?
Young professionals – loosely defined as people in their 20s and 30s in ‘white-collar’ jobs – are certainly ones for advice firms to watch.
Source: moneymarketing.co.uk
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Cover story: What will the future financial advice client look like?
There is a common preconception about what a client looks like. Before I joined Money Marketing, my impression was that they were white, late middle-aged multimillionaires — primarily men. Of course, a large number of clients still are, but the landscape is evolving. So what does the future look like?
Source: moneymarketing.co.uk
FA2B: Will working for longer affect the career prospects of new entrants?
The interplay between flexible/hybrid working, phased retirement and pension freedoms sets up a very different kind of retirement planning for new advisers and their clients.
Source: moneymarketing.co.uk
People Moves: CII, STM Group, Brown Shipley
Professional body confirms CEO's departure date, while financial services group names CFO successor
Source: international-adviser.com