Simon Durling will promote Quilter’s investment services to advisers
Wealth manager has partnered with charity Sporting Wellness
Firms to produce first annual Consumer Duty board report
‘Clients overlook major sources of value from advisers’
Make ethics reviews part of regular team training and development
Advisers can calculate IHT liabilities based on future estate value
Demand for social media influencers who specialise in finance drops by 13%
‘Advisers need to address the next generation as a new client segment’
‘You are not struggling for clients, so it is a great place to be.’
Cash ISAs were the preferred vehicle for those planning over the long-term