Licensees, boutiques put focus on IFA skill set
Independent Financial Advisers (IFAs) must broaden their skill set, become more engaged with clients and concern themselves with advice rather than fees if they are to stand out from the crowd. Matthew Johnson, managing director and chief executive of investment-platform provider Wealthtrac, asked three licensees to reflect on IFA performance, managing the needs of clients and anticipated changes over the coming 12 months.
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