Chris Wrightson

It’s never too early to get started on a succession plan

  For many financial advice businesses, the challenges of servicing clients, keeping staff happy, managing compliance and continued evolution and education mean succession planning...

Financial advice model convergence will determine the industry’s winners and losers

Thursday, 1 October 2015
At the Afiniation finance technology showcase last week, at least half of the event's 31 presenters outlined new technology platforms and...

Trowbridge recommendations could halve the size of the risk advice sector

Monday, 13 April 2015
The value of risk focused financial planning practices would plummet if the Trowbridge report’s remuneration recommendations are...

Could no-commission life insurance kill off financial planning practices?

Friday, 13 February 2015
A fee-for-service remuneration approach to life insurance advice would create a considerable drop in earnings and overall business values for...

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