1 in 3 advised clients expect out of hours contact
- Tuesday, 22 February 2022
- Articles
A third (33%) of financial advisers say clients want more contact time with them outside of traditional working hours, according to a new report.
Read more...IWP acquires £85m Yorkshire Planner in virtual planning launch
- Monday, 18 October 2021
- Articles
Independent Wealth Planners (IWP) has acquired Acuity Wealth Management and founded a virtual advice service.
Read more...Sanlam launches free virtual Financial Planning consultations
- Monday, 10 August 2020
- Articles
Sanlam has launched a no-obligation virtual consultation service with its Financial Planners using software such as FaceTime, Zoom, Teams or Skype.
Read more...Jason Butler: Financial Planning face-to-face to be the exception
- Thursday, 16 March 2017
- Articles
The majority of traditional Financial Planning firms will deliver up to three quarters of their client meetings via live video in the next five to ten years.
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