Adviser / Broking

Three proposals set as part of major review

To drive better client outcomes

For advisers working with corporate clients

‘Coaching should be core training for every single adviser’

This is an issue that professionals across the advice sector are facing

Whereas clients place more emphasis on positive investment performance

Liontrust and Fintel rally behind Net Zero Financial Advisers Initiative

Headed up by Donna Ambler

"Customers put life cover on the back burner because they take their lifestyles for granted"

Both write consumer and business healthcare insurance