Advisers missing face-to-face contact with clients - research

More than half (51%) of financial advisers say working remotely with clients has been their biggest personal challenge in adapting to the Coronavirus pandemic.

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Planner firms sign up for Women in Finance Charter

More Financial Planning firms have signed up for the Treasury-backed Women in Finance Charter despite news that some organisations have missed targets, including the CII.

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Planners move beyond cost comparison for platform selection

Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.

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Julie Lord: Why happy clients beat wealthy ones

I’m really happy to be part of the executive driving the new Initiative for Financial Wellbeing.

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