International Women’s Day was almost three months ago, however the sorts of conversations that we had then, are just as important now. Cara Robinson, Training & Competency Superviser at Truly Independent, is here to continue those conversations. As you may…
Many financial advisers consider discussing retirement plans with clients to be one of our profession’s greatest pleasures. It can produce moments that are heartening, rewarding and even genuinely emotional. Katie Brinsden, Managing Director of Truly Independent, shares her insights on…
The challenge of eliminating – or at the very least narrowing – the advice gap has brought countless proposals from advisers, regulators and governments over the years. On the whole, sadly, little has changed. Elliot Daniels, Head of Compliance at…