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Top News In Pa Asks Today - Breaking & Trending Today

Behavioural psychology key to understanding clients, industry agrees

Behavioural psychology has a part to play when considering a client’s financial decisions, most industry respondents to a Professional Adviser survey believe. ....

Ben Alcock , Pa Asks , Behavioral Finance ,

Need for life coaching and behavioural finance will grow, industry says

The financial advice sector’s need for both behavioural finance and life coaching will continue growing, according to industry respondents to a Professional Adviser poll. ....

Chris Budd , Institute For Financial , Financial Wellbeing , Personal Finance Society , Duty Bound , Behavioural Finance , Lifestyle Coaching , Pa Asks ,

Exit strategy planning should start three years out, industry says

Advisers should start planning their exit strategy three years out, the majority of industry respondents to a Professional Adviser survey believe. ....

Employee Ownership , Financial Conduct Authority , Consumer Duty , Employee Ownership Trust , Friends Life , Exit Strategy , Pa Asks ,

FCA is managing out smaller firms it does not trust, industry says

The Financial Conduct Authority (FCA) is trying to manage out the smaller advice firms in the industry, the majority of industry respondents to a Professional Adviser survey agree. ....

Consumer Duty , Pa Asks ,

Industry professionals embrace younger clients thanks to cost benefits

Industry professionals would engage with younger and less wealthy clients due to the lower costs associated with surveying them, according to PA Asks. ....

Financial Conduct Authority , Pa Asks ,