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Top News In Pa360 2024 Today - Breaking & Trending Today

PA360: Firms must ditch shortcuts to 'organically build team culture'

Firms have been called to “stop taking shortcuts” when attempting to build their team culture. ....

Kathryn Kendall , Athryn Kendall , Tweed Wealth Management , Antony George , Lewis Byford , Pa360 2024 ,

PA360: Clients value advisers' experience with 'people like them'

Advisers looking to attract a certain type of client, such as high net worth, need to properly assess what their desired client 'looks like' and what they expect from the advice process in order to place the proper value on their services, delegates heard. ....

United Kingdom , David Jones , Dimensional Fund Advisors , Pa360 2024 , David Jones , Dimensional Fund Advisors ,

PA360: Advisers urged to harness TikTok as attention spans decline

Advisers have been called to use social media apps such as TikTok to enhance their engagement strategies with younger clients. ....

United Kingdom , Anastasia Georgiou , Anastasia Georgiou , Rohan Sivajoti , Pa360 2024 ,

PA360: The need for a financial plan 'has never been higher'

The need for a financial plan and advice has never been higher, delegates heard. ....

Tracy Vegro , Institute Of Securities Investment , Chartered Institute , Pa360 2024 , Tracy Vegro ,

PA360: Framing of information to investors 'extremely pervasive'

How information to investors is framed is “extremely pervasive” and Consumer Duty makes it clear firms must not exploit consumer biases by presenting data in a certain way. ....

John Roe , General Investment Management , Consumer Duty , Pa360 2024 , John Roe , Consumer Duty ,