Intergenerational planning 'important for business value'
Advisers should offer intergenerational financial planning at their firms as it boosts both business value and client retention, delegates heard.
Source: professionaladviser.com
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HSBC Life: Advisers Warn Financial Planning Is Becoming Harder
This research, for a new report from HSBC Life (UK) Limited, The Three I’s of Investable Capital, in association with consultancy Technical
Source: ifamagazine.com
Advisers and clients say financial decision-making getting harder
Both advisers and their clients feel financial decision-making has become harder during the past five years as political and economic uncertainty continues to dominate, research has found.
Source: professionaladviser.com
Employee ownership: Pros and cons of selling your company to your staff
Business Exit, Sale or Succession 31 May... | May 31, 2023
Source: marketscreener.com
Financial Adviser 2B: A beginner's guide to CPD
Nobody would benefit from advice stuck in a time warp, which is why the Financial Conduct Authority requires financial advisers to complete a minimum amount of continuing professional learning (CPD).
Source: moneymarketing.co.uk