Guest Column: Why clients are more tech-savvy than you think
- Friday, 04 October 2019
- Comment
I’ve just bought my dad an Echo dot for his 73rd birthday. He loves it. He’s also signed up to Netflix, stays in touch by WhatsApp and ‘likes’ everything I post on Facebook, writes Tessa Lee, MD of moneyinfo.
Read more...Guest Column: Freeing Paraplanners to grow
- Wednesday, 02 October 2019
- Comment
There are heaps of events for Paraplanners nowadays; high quality seminars, conferences and roadshows, many of which are specifically created by and for Paraplanners, writes Caroline Stuart.
Read more...Dan Atkinson: Putting clients on the right track
- Monday, 02 September 2019
- Comment
Starting is hard. Starting from scratch with a blank canvas is surprisingly scary and suddenly every distraction known to man is much more exciting. How you start isn’t irrelevant, but that you do start is crucial.
Read more...Guest Column: Vulnerable clients need protection
- Monday, 12 August 2019
- Comment
It was good to see the Guidance Consultation from the FCA on the fair treatment of vulnerable clients that has recently been published.
Read more...