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...Planners predict industry shake-up
- Thursday, 30 July 2020
- Articles
More than half of Financial Planners (53%) believe firms will shut due to the pandemic but around 52% forecast a rise in new clients, according to a new report.
Read more...Lang cat adds AKG ratings
- Tuesday, 09 June 2020
- Articles
The lang cat financial data provider has added actuarial consultancy AKG's financial strength ratings to its interactive online platform analysing tool.
Read more...MiFID II impact could be worse than expected, study finds
- Friday, 28 June 2019
- Articles
The impacts of MiFID II could be worse than previously expected according to new research.
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