Over 50% of adviser queries are on death benefits rules

Over half of technical queries received by SIPP operator Curtis Banks over the past month have concerned the subject of death benefits.

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CISI 2019: Financial Planners have "extraordinary" gift

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.

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Advisers prioritise multi-asset performance over brand

Advisers favour performance over brand recognition when it comes to choosing a multi-asset fund provider, according to new research.

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Financial Planner scoops prestigious fintech award

Financial Planning firm LEBC has won a prestigious professional award.

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