High returns low on client priority lists - adviser survey
- Tuesday, 17 December 2019
- Articles
The most important service offered by financial advisers to clients is helping them achieve their financial goals, say advisers.
Read more...CISI 2019: ‘Planners failing over client focus’ - Rory Percival
- Monday, 30 September 2019
- Articles
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.
Read more...Firm makes new HNW hires and opens new office
- Friday, 23 August 2019
- Articles
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.
Read more...SIPPs firm Curtis Banks launches new client portal
- Monday, 22 July 2019
- Articles
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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