In the first of a two part series, Alexander Miller outlines what a good client file should contain
At Compliance First we're often asked the question: "What does a good file look like?" While we acknowledge and appreciate the time and effort required in winning new business, it is also absolutely...
“Increasing reports” of harassment
Times of crisis the Olympics for advisers
Whether you're a global corporation or a small business, ensuring remote working colleages can keep in touch is suddenly more important than ever. We look at 17 video-enabled collaboration tools that could help bridge the communications gap.
Support for advisers and clients
A level playing field
'Can't assess body language'
UK investors lost hundreds of thousands of pounds
Lifts advisers to seven