While advisers search for new ways to improve their efficiency, a consultant argues that firms likely have areas in which they could improve – but they need to find the time to identify these points ...
FAAA chief executive Sarah Abood says the association hopes the new class of adviser “doesn't confuse people further” on the type of advice they are accessing.
Despite technology becoming pervasive in the advice process over recent years, a paraplanner of more than 20 years says advisers still struggle to properly utilise it.