Segmentation can help boost client outcomes says report
- Monday, 24 June 2024
- Articles
Financial Planners and advisers who segment clients believe it can deliver better outcomes, improve value for money and offer lower-cost services to some client groups, according to a new study.
Read more...Savers fear waning state support for retirement
- Wednesday, 19 June 2024
- Articles
Over half (55%) of savers over 25 believe that government support for retirement will decrease by the time they reach retirement age, according to a new report.
Read more...Advisers need to focus on ‘soft’ skills says report
- Monday, 17 June 2024
- Articles
Financial advisers need to focus on improving their interpersonal skills to build deeper long-term relationships with clients, according to a new report.
Read more...M&G platform and advice business hit by losses
- Thursday, 21 March 2024
- Articles
M&G’s platform and advice businesses saw an increase in annual pre-tax losses to £32m in 2023 (2022: £24m).
Read more...