client management

Richard Leeson goes through the many different types of client that an adviser has to deal with.

Platform Cofunds has written to advisers with details of its client segmentation model post-Retail Distribution Review (RDR).

Guardian Wealth Management is to put some of its long-standing clients on a new panel which will meet regularly to discuss the future strategy of the group.

Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded.

Bryce Sanders, president of Perceptive Business Solutions Inc, looks at client fears and ways of overcoming them.