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...Aviva hires UK CEO from Canada Life
- Wednesday, 16 December 2020
- Articles
Aviva has appointed Canada Life CEO Doug Brown as its new CEO for UK & Ireland Life Insurance.
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