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Your profession

Adviser tips

Clients want contact 11 times a year - survey

The best communication strategy for advisers to keep clients happy is to contact them 11 times a year, according to a survey which tracked client satisfaction.

clock 04 June 2015 •

Your profession

Beaufort hires distribution manager for expansion drive

Wealth manager the Beaufort group has poached Sanlam head of partnerships Oliver Couchman to head its distribution team.

clock 04 June 2015 •

Regulation

FSCS consults on risk-weighted adviser levy

The Financial Services Compensation Scheme (FSCS) is considering how it can introduce 'risk' as a metric upon which to base the calculation of its levy on firms.

clock 04 June 2015 •

Your profession

Old Mutual Wealth recruits responsible business head

Old Mutual Wealth has hired Jane Goodland from Towers Watson to head its responsible business efforts.

clock 04 June 2015 •

Your profession

Shortlist revealed for IW's 20 Year Outstanding Industry Contribution Award

Professional Adviser's sister title Investment Week is pleased to announce the shortlisted candidates for the final category at the 2015 Fund Manager of the Year Awards.

clock 04 June 2015 •

Regulation

Personal Touch halves claims buffer in quality advice push

Adviser network Personal Touch has almost halved the amount of money it has set aside for settling complaints after paying out more than £256,000 in the last year.

clock 03 June 2015 •

Investment

Five advice giants break away from rivals on fees

A handful of the UK's largest financial advice firms have decided to distinguish their businesses from rivals' by publishing their fees on their company websites.

clock 03 June 2015 •

Your profession

Adviser snapshot: Five stories under 100 words

Five stories under 100 words

clock 03 June 2015 •

Adviser tips

Start me up: 13 tips for a new advisory business

13 tips for a new advisory business

clock 02 June 2015 •

Adviser tips

Dealing with divorce: Early financial advice essential post-freedom and choice

Early financial advice essential in pension freedom divorce

clock 02 June 2015 •
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