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Advising clients in the final ten years of their working lives is the stage in the advice cycle that planners find most rewarding, Professional Adviser has found. ....
The majority of advisers say the economic pressures of the last few years have not caused them to reconsider the importance of protection policies for clients, Professional Adviser has found. ....
Most industry respondents do not feel like their firm could use an increased focus on attracting talent from a more diverse range of backgrounds, according to a Professional Adviser poll. ....
The Financial Conduct Authority’s (FCA) Consumer Duty regulation has not helped less wealthy clients access advice, most industry respondents to a Professional Adviser survey believe. ....