Tim Sargisson: Three critical issues for empire builders

Another month, another conference - this time, Platforum and its Annual Investment Retail Conference, superbly organised by Heather Hopkins and her team and chaired by Peter Mann. Platforum has been looking into the inner workings of advice businesses to think about what models may emerge in the future as the adviser market continues to develop in a post-RDR and post-pension freedom landscape. The company came up with two profiles it viewed as compelling models - one it calls ‘empire builders' and the other ‘nurturers'. Held up as an example of an ‘empire builder', I was asked to talk...