Regulatory change is pushing advisers to include more flexibility and engagement in the way they service clients.
In this episode of the ifa show, Midwinter head of product Ivon Gower and head of distribution Andrew Whelan look behind the 'buzz word' of goals-based advice to discover how advisers are tying their conversations with clients more closely to their short and long-term goals and how technology can assist in this process. Ivon and Andrew also discuss how new fee models can provide different ways for advisers to engage and retain clients beyond the traditional 'all or nothing' approach.
In this episode of The ifa Show, hosts Keith Ford and Maja Garaca Djurdjevic are joined by Blake Briggs, chief executive ...
In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the ...
In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin