‘Advisers need to address the next generation as a new client segment’
‘You are not struggling for clients, so it is a great place to be.’
Cash ISAs were the preferred vehicle for those planning over the long-term
‘It does feel like the wind has been in our faces over the past few months’
‘On the positive side, there is a big market to be served’
'Advice and basketball both require teamwork and accountability'
'It is always concerning to see complaint levels continue to rise'
Allowing advisers to engage with listed firms on sustainability issues
Effective utilisation of AI offers great potential client benefits
‘Firms must offer compelling reasons for advisers to stay’