Pandemic alters equity release spending behaviour
- Thursday, 18 March 2021
- Articles
The Coronavirus pandemic changed how customers used equity released from their homes in 2020, according to new research.
Read more...6 in 10 planners expect growth in tax and estate advice
- Friday, 19 February 2021
- Articles
Nearly six in 10 Financial Planners (58%) expect demand to increase for tax and estate planning advice over the next five years, according to a new report.
Read more...Editor’s Column: Yesterday’s client may not be tomorrow’s
- Friday, 05 February 2021
- Comment
I imagine most Financial Planners have a picture in their heads of their ideal client - perhaps a client who looks a bit like their existing clients.
Read more...25% fall in traditional retirement clients - study
- Wednesday, 03 February 2021
- Articles
A new study suggests that the traditional retirement client base many financial advisers rely on has shrunk by 25% over the past 10 years and may continue to decline.
Read more...