Advisers service 120 clients on averageBY KARREN VERGARA | TUESDAY, 25 JUL 2023 11:59AMThe decreasing pool of financial advisers saw the average number of advised clients rise by 6% to 120 from 113 one year ago, according to Investment Trends. Related News |
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
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Featured Profile
Fiona Mann
HEAD OF LISTED EQUITIES AND ESG
BRIGHTER SUPER
BRIGHTER SUPER
Brighter Super head of listed equities and ESG Fiona Mann was shaped by a childhood steeped in military-like discipline and global nomadism. Andrew McKean writes.
