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July 2023: Month in review with news editor Sahar Nazir - Vimarsana News

July 2023: Month in review with news editor Sahar Nazir

Published: July 31, 2023

Although this month has been centred on Consumer Duty, Professional Adviser also wrote some eye-opening stories ranging from ‘finfluencers’ to the hot annuities market…

Source: professionaladviser.com
Related Topics:
Sahar NazirTony WickendenFinancial Ombudsman ServiceFinancial Conduct AuthorityInvestment Management Financial Advice AssociationFinancial Services Compensation SchemeConsumer DutyMarkets AuthorityTechnical ConnectionTechlink LiveSpring BudgetFinancial Advice AwardsPersonal Investment ManagementFinancial Advice AssociationFeel Good FridayMonth In Review
Intergenerational planning 'important for business value' - Vimarsana News

Intergenerational planning 'important for business value'

Published: July 5, 2023

Advisers should offer intergenerational financial planning at their firms as it boosts both business value and client retention, delegates heard.

Source: professionaladviser.com
Related Topics:
Tony WickendenTechnical ConnectionTechlink Live