68% of advisers willing to work with sub-£50k portfolios
- Wednesday, 15 November 2023
- Articles
Two in three financial advisers (68%) are offering a proposition for investors with portfolios under £50,000, with a further 19% planning a similar move, according to a new report.
Read more...75% of firm's advisers 'refereeing' retirement arguments
- Thursday, 09 November 2023
- Articles
Three quarters (74%) of Wesleyan financial advisers have been caught in the middle of arguments between couples during retirement planning meetings.
Read more...2 in 5 advisers facing issues attracting new clients
- Wednesday, 08 November 2023
- Articles
Around two in five (40%) financial advisers see finding and attracting new clients as the biggest challenge facing their businesses, according to a new report.
Read more...Half of retirees exit work without a financial plan
- Thursday, 02 November 2023
- Features
Half (49%) of retirees entered retirement without any clear financial plan for their post-work years, according to a new report.
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