Business is booming for advisers, according to a poll that signals increasing profitability and confidence in the sector two years after the rule change doomsayers said would herald its demise.
Advisers should tailor their ongoing services to their clients and don't need to see all of them annually to satisfy an unwritten rule about treating active customers fairly, Prudential head of business consultancy Paul Harrison has said.
Harness robo-advice and make it work for you, writes Andrew Storey
The changing face of boiler room 'scams'
Sandringham Financial Partners has appointed former IFG Financial Services CEO Tim Sargisson as chief executive.
Phoenix Life has been ordered to pay an adviser redress after the Financial Ombudsman Service (FOS) found it had not responded quickly enough to his complaint.
Post-it note size stuff for IFAs and paraplanners