Progressive firms will want to take advantage of changes in the market before their competitors do - so what questions are they likely to be asking right now?
Firms that want to make the most of opportunities afforded by the Retail Distribution Review, auto-enrolment and the fall in adviser numbers will be looking to set themselves apart from competitors wanting to do the same. Although no one has a crystal ball, spotting market trends and taking advantage of them will mark out the best firms from the also-rans. Here are five questions progressive firms must address: 1 How do we respond to the feminisation of wealth? The female market has never been properly targeted by financial advisers and yet an increasing number of career women hav...
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