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The advice profession and the wider financial services community must do more to promote financial planning as a career to a more diverse range of people, Nucleus has insisted.
The lack of adviser documenting uncovered in the National Audit Office (NAO) investigations around the British Steel saga has made it even more critical for advisers to keep detailed files, a lawyer warns.
The inside story on Alistair Greig, the Aberdeen-based financial adviser who stole £13 million from hundreds of his own clients.
Heartless scammer Darren Reynolds (pictured) pocketed more than £1m by plundering the pensions of hundreds of British Steel workers.
Following an 18-month collaboration, the software was designed to give Chartered accountants a greater insight into the financial needs and goals of their clients,...