'Fundamental' shift in clients' financial plans - IFA survey
- Monday, 16 November 2020
- Articles
Covid-19 has “fundamentally” shifted clients attitudes towards their Financial Planning - with many changing their retirement and wealth transfer plans, according to a new survey.
Read more...Planning arm grows despite revenue drop at Charles Stanley
- Thursday, 15 October 2020
- Articles
Wealth management and Financial Planning group Charles Stanley has reported a 6.8% reduction in group revenue for the second quarter of its financial year but the Financial Planning division grew in the first half of its financial year.
Read more...ESG climbs up Financial Planning agenda
- Friday, 28 August 2020
- Articles
Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report.
Read more...Planners must be creative in attracting new clients – research
- Monday, 10 August 2020
- Articles
Financial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.
Read more...