Neil Younger road 200

Creating capacity on the road to 200

A technology-assisted advice future that enables businesses to manage 200+ clients per adviser requires a stepped change, writes Entireti’s Neil Younger. The advice industry is experiencing an unprecedented level of M&A activity, which can’t simply be put down to demographic change, succession planning and the pursuit of scale. Those themes are certainly in play but…

Advisers are ready to claim professional benefits

Competency, high standards of conduct, ethics and accountability are the hallmarks of a profession. Based on that criteria, many advisers already pass the professional test yet they still can’t officially claim the title and associated privileges. Admittedly, there are still some who do not possess the requisite criteria but a profession can’t be held back by lowest…