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Segmentation

Companies | 19 May 21

A quarter of UK advisers still do not segment clients

Firms are ‘considering new ways to structure retirement portfolios’ to improve outcomes

Companies | 20 Jul 20

More than 25% of advisers now actively review client segments

As 3-in-10 say Mifid II cost and charge statements have brought more confusion

Diversity | 9 Mar 20

How can the wealth industry better support female investors?

Firms do not change how they approach the sexes despite differing needs

Companies | 23 Jan 20

Rise of ‘blended’ advice charges expected in 2020

And ‘off to the naughty step’ for those not complying with Prod

Companies | 9 Dec 19

Look beyond AUM when segmenting clients, says UK regulator

As it tackles ’emotive subject’ of fees: ‘We don’t expect advisers to be charities’

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.