Client communications heading online, say IFAs

The trend for IFAs to communicate electronically with clients is set to surge according to a poll of IFA firms by independent wrap platform Nucleus.     The findings, which are based on the views of 30 IFA firms representing 171 individual advisers, reveal that half...

How to build an (IFA) brand

[slideshare id=2557865&doc=howtobuildanifabrand-091122065736-phpapp01] I was privileged enough to be invited to deliver a presentation to a group of independent financial advice (IFA) business leaders last week at an event near Birmingham. The issue I was asked to...