Over 50% of adviser queries are on death benefits rules
- Friday, 08 November 2019
- Articles
Over half of technical queries received by SIPP operator Curtis Banks over the past month have concerned the subject of death benefits.
Read more...CISI 2019: Financial Planners have "extraordinary" gift
- Tuesday, 01 October 2019
- Articles
Professor Deen Sanders, one of Australia's leading financial services experts, told this year CISI's Financial Planning Conference that planners had an "extraordinary" relationship with clients which often beat that of lawyers.
Read more...Advisers prioritise multi-asset performance over brand
- Monday, 24 June 2019
- Articles
Advisers favour performance over brand recognition when it comes to choosing a multi-asset fund provider, according to new research.
Read more...Financial Planner scoops prestigious fintech award
- Monday, 24 June 2019
- Articles
Financial Planning firm LEBC has won a prestigious professional award.
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