CPD: Running an efficient retirement advice business
FTAdviser Podcast
English - April 05, 2023 07:13 - 25 minutes - 283 MBInvesting Business News Business News ftadviser ftadviser podcast the ftadviser podcast financial advice financial advisers financial advisors pensions investing investment portfolios regulation Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Consumer Duty Alliance and what it means for advisers
Next Episode: What got FTAdviser excited in Q1?
Retirement income is a complex area to advise on, as clients have different ideas of what they want from their retirement. In this CPD podcast, in partnership with 7IM, we discuss how advisers can navigate the important area of retirement planning, what solutions are out there for them to streamline their business, and the role providers are playing to help advisers be the most efficient they can be.
Hosted on Acast. See acast.com/privacy for more information.