Almost 70% of business leaders and managers admit they haven’t taken any action to protect their business and employees from an incident of fraud, according to Financial Fraud Action UK. Email hacking is a favoured channel for thieves, and advisory firms are a prime target. To highlight how fraudsters can operate, and how you can prevent it, we have detailed two customer stories.
Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.
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