6 in 10 planners expect growth in tax and estate advice

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.

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Editor’s Column: Yesterday’s client may not be tomorrow’s 

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.

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25% fall in traditional retirement clients - study

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.

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Aviva hires UK CEO from Canada Life

Aviva has appointed Canada Life CEO Doug Brown as its new CEO for UK & Ireland Life Insurance.

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