High returns low on client priority lists - adviser survey

The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.

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CISI 2019: ‘Planners failing over client focus’ - Rory Percival

Financial Planners are failing to be “client-centric” and could fall foul of FCA rules, according to compliance consultant and former FCA exec Rory Percival.

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Firm makes new HNW hires and opens new office

Close Brothers Asset Management (CBAM) has appointed Philip Young and Lucy Katzarova to support the expansion of its investment management service for high net worth clients. 

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SIPPs firm Curtis Banks launches new client portal

Independent SIPP operator Curtis Banks has launched a new secure client portal, signalling the latest development of its new SIPP product launched earlier this year – Your Future SIPP. 

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