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The Morning Briefing: HL client growth slows and helping women in menopause

Good morning and welcome to your Morning Briefing for Tuesday 19 September 2023. To get this in your inbox every morning click here. HL client growth slows Hargreaves Lansdown welcomed 67,000 new clients to its platform in the latest financial. Although still on an upward trajectory, the number was significantly down

United kingdom generalUnited kingdomCity ofAmanda newman smithCarl woodwardNathan medlockJamie jenkinsHargreaves lansdownPension protection fundExchange traded assetsLloyds banking groupMorning briefingProtection awareness weekSimplify consultingRoyal londonScottish widows platform

Future of Wealth Management is relationships not transactions, new research finds

Future of Wealth Management is relationships not transactions, new research finds
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

United kingdomCarl woodwardSimplify consulting

Advisers need to focus on relationships not transactions to thrive

Advice firms need to “focus on relationships, not transactions”, according to Simplify Consulting.

Carl woodwardSimplify consulting

Will Consumer Duty put restricted advice under pressure?

Dominic House looks at restricted advice through the lens of Consumer Duty and asks if the new regulation will increase pressure on the model

Consumer dutyDominic houseConsumer dutySimplify consultingEstricted advice

Financial providers face huge task in improving client communications, new survey finds

These are the findings of a new survey from asset and wealth management consultancy firm, Simplify Consulting.

Carl woodwardSimplify consulting

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