James
George Kinder: Creating powerful online client engagement
- Monday, 15 February 2021
The pandemic has forced many of us to turn to online platforms for hosting client engagements. Meetings that may have begun with the adviser greeting their client with a handshake or perhaps a hug, offering them a cup of tea, and leading them into a welcoming setting with comfortable seating and good lighting are no longer possible.
Read more...Happy New Year from Financial Planning Today!
- Thursday, 31 December 2020
Financial Planning Today wishes our growing audience of readers, advertisers, contributors and supporters a very Happy and Prosperous New Year in 2021.
Read more...John Moret: The next 25 years
- Wednesday, 23 December 2020
In my two previous articles reflecting on my 50 years in the world of pensions and financial services I looked at current issues and challenges, focussing on what I saw as some of the dominant features of the financial landscape today: technology, complexity, (inconsistent) government policy, (increasing) longevity and the evolution of financial advice.
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