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There are no shortcuts to building consumer trust, writes Tim Sargisson. But getting the basics sorted, such as complying with SM&CR and other regulatory diktats, is a good place to start
Advisers predict business boom in next 12 months - survey Positive outlook Gemma Harle said: "After a difficult year and a half the outlook is looking much brighter for the UK and the economy, so it's pleasing to see this now being reflected in advisers' predictions for the future." Most advisers are positive about business prospects over the next 12 months with the majority (81%) predicting their level of net assets under management will increase over the coming year, according to a survey from Quilter Financial Planning. Almost two-thirds of those surveyed (62%) said they expected their gro...
While life expectancy averages can offer an indication for advisers and clients in financial planning, Alex Riley uses the example of his impressively aged and healthy father to point out that they are just that: averages.
Professional Adviser has partnered with SimplyBiz and its adviser support business Signature to run two digital events in two days in the middle of June.
Corporate finance and adviser firm Alexander David Securities Limited (ADSL) has been found responsible in relation to more than £874,000-worth of unsuitable pension transfers in 26 separate and public decision notices published by the Financial Ombudsman Service.