As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships....

While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business He...

With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...

With new clients demonstrating lower satisfaction levels than existing ones, Business Health has shared tips for improving clients’ contentment....

There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with thei...

Advice practices say salaries are taking up almost half of their revenue as the battle for talent heats up in an environment of adviser shortage, according to Business He...

While business plans are a necessity to drive growth and resilience in financial advice firms, only a third of sole practitioners have one, Adviser Ratings reveals. ...

Half of advice firms are failing to communicate their plans for the business with their employees which could cause problems with staff retention, according to Business H...

With advice practices recording a slight uplift in profitability after years of decline, Business Health has outlined five key trends contributing to the change. ...

According to a Business Health survey, clients are dissatisfied with their adviser’s communication due to insufficient frequency and a lack of personalisation, and those ...

Financial advice businesses will need a new operating model if they want to remain successful which will be underpinned by technology creating more efficiencies, writes O...