‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’
‘Adviser platforms are more nuanced than just outsourced versus in-house’
‘I like meeting people and wanted to do something where I help others’
Frankie Smith has launched two businesses at the age of 29
‘It starts from the manufacturers and producers down to the advisers'
‘They have the opportunity to engage with clients on a flexible basis’
‘We have a duty to drive improvements and impact for change’
‘The same advice relationships but with the Aegon banner’
An inside into its initiative that helps advisers launch their own business
‘Sophisticated investors want more advanced solutions’