Crossing the Rubicon

AF5 April 2013 Case Study Analysis

Malcolm considers the post RDR world and how it will impact upon advisers and tomorrow's client

Danny Cox, Hargreaves Lansdown, shares his thoughts and experiences of today's client needs and how this will impact on Tomorrow's Client

An overview of the profession today and an insight into tomorrow's adviser

An overview of the profession today and an insight into tomorrow's adviser

This presentation discusses Lord Nelson, Lieutenant Columbo and Kipling and will provide you with a concise view of how Simon sees business, clients (and prospects) in 2016 (and beyond) …

To mark the CII’s hundredth anniversary as a Chartered professional body we’re launching a series of seven research reports to explore some of the risks and opportunities that might face us in the decades to come. This first report, sets the scene for the entire series by focusing on the past and present – the building blocks for any narratives about the future

Justin Urquhart Stewart shares his view on what Tomorrow's Client expects from their adviser of the future

Joe Jordan shares his view on what Tomorrow's Client expects and how behavioural finance theories impact on their thinking

Chris thrives in customer-focused environments where he is passionate about enabling improvements based on an organisation™s and individual™s needs.