Tools

Advisers need to work on deeper relationships with clients’ children

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

Clients told to capitalise on abolition of lifetime allowance

Advisers ‘busier than ever’ as face-to-face meetings make a comeback

New product aiming to help firms with the protection gap

'Kicked out of the system'

'Removing complexities'

‘Step out of the shadow’

She joined Quilter in 2018

'Communication is key'