Bookmark Us
Tuesday, 03 May 2022 08:57

Advisers frustrated by provider expression of wishes process

Rate this item
(0 votes)
Curtis Banks polled 92 financial advisers during a webinar on 1 March. Curtis Banks polled 92 financial advisers during a webinar on 1 March.

Over two thirds (72%) of financial advisers think providers do not give enough clear and consistent information about how to complete expressions of wishes.

Read 1336 times

News from Twitter