Are your client meetings online or in person? You told us…
The majority (63%) of advisers say most of their client meetings are held in person.
Source: professionaladviser.com
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WhatsApp for client communications gets tick of approval
The majority of industry professionals would be open to communicating with their clients via WhatsApp, according to a recent PA Asks poll.
Source: professionaladviser.com
Advisers concerned for millennials when it comes to retirement
The financial advice industry is most concerned for Millennials (1981-1996) when it comes to seeing them achieve a good level of wealth for retirement, according to industry respondents to a Professional Adviser poll.
Source: professionaladviser.com
Majority of advisers have segmented client base
The majority (59%) of advisers have a segmented client base, the latest PA Asks survey shows.
Source: professionaladviser.com
Regulatory pressures taking a toll on industry stress levels
Regulatory pressures are affecting the majority of industry professionals’ stress levels at work, according to this week’s PA Asks survey.
Source: professionaladviser.com