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Financial advice

Pen and calender

Key dates to look out for in 2017

Technical Manager, Rachael Griffin, looks ahead to some of the key dates and events that will be happening over the next twelve months.
Couple meeting adviser

Showing your worth

If you’re a longstanding supporter of Old Mutual Wealth you’ll know we believe in the value of financial advice. But a challenge that still exists for many advisers is conveying the importance, worth, and cost of service.
Man walking through turnstyle

Cost is key barrier to more consumers taking financial advice

Perceived cost of financial advice is main factor discouraging people from seeing an adviser. Consumers have unrealistic expectations about price they can expect to pay for the service.
Man listening to music

Starting the conversation: kill the jargon and listen!

Getting a client to open up about their hopes for the future, as well as their immediate financial needs, takes practice, patience and people skills. Top advisers explain how they begin that process.
Walking businessman

Where is advice going?

Predicting the future. Tighter international regulations and increasing consumer expectations will bring greater disclosure and transparency as advisers move towards building more sustainable business.

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