Tag Archives planning

Introduction: Client service is key to advisers, so we asked our client service team here at Russell to give their top tips in this guest blog post. What is Client Service? When you do an online image search for client…

Over the next few years, you’ll see a tidal wave of prospects looking to you for retirement solutions. Will your business sink under the weight of stale retirement concepts or will your book ride the retirement wave using innovative ideas…

The Financial Conduct Authority has proclaimed that they are prepared for ‘robo advice’ models; a new way of delivering financial advice in a low cost, efficient manner, primarily through a technological platform. Robo advice is nothing new; two of the…

Historically, advisers have a tendency to focus on getting clients that fit a certain profile and let’s not be coy about this; the profile is pretty heavily skewed to ‘wealth right now,’ rather than ‘wealth in years to come.’ This…