Consumer trust can "breed arrogance" within organisations, the leader of the Question of Trust campaign told delegates at the IFP conference yesterday.
Most clients are uninterested in the "nuts and bolts" of investment decision-making and instead require a more tailored discussion around risk, according to consultant Tim Hale.
The Institute of Financial Planning (IFP) has appointed its first paraplanner to the board of directors, in a move that it hopes will position it as the first trade body to represent the profession.
Privately owned wealth manager Truestone has acquired Argent UK and Argent Personal Financial Management Limited for £3.5m.
More than half of employees without pensions are still not aware of auto-enrolment, according to research.
Canada Life has announced its post-Retail Distribution Review (RDR) proposition and the charging options it will make available on its products.