CISI conference: Client discovery meetings done right

CISI conference: Client discovery meetings do...

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What does Healey’s first Budget mean for advisers and their clients?

Chancellor John Healey’s first Budget was certainly not one that rocked the boat but instead tinkered around the edges with some welcome changes. Guests on this CPD Budget edition of the FT Adviser podcast discussed the effect these changes may have on people’s finances and finan ...  Show more

Awareness, training and support: is this how we tackle the adviser shortage?

This week we are joined by Tom Hegarty, chief executive of SimplyBiz, and Seán Standerwick, chief executive and chartered financial planner at MLP Wealth, to discuss the different ways to train advisers and what needs to change to boost adviser numbers. Read more about adviser ac ...  Show more

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