Five things clients will call you about this week

Laura Miller
clock

Five things the nationals have highlighted over the weekend that your clients will call you about this week.

Platform woes Platforms could be on your clients' minds this week, after platform provider Transact's £3.5m fine for not keeping clients' cash safe for nine years ended up in The Independent. While investors did not lose any money as a result, the fine will be a blow to the thousands of advisers who use platforms to help manage their clients' cash, and could lead to a flood of worried calls. Blocked bonds Halifax Sharedealing, the cut-price stockbroker, is preventing its one million customers from subscribing to popular bonds, including the current 7% offer from finance firm Interm...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

David Coombs: How to stop the exodus to Uncle Sam

David Coombs: How to stop the exodus to Uncle Sam

What's needed to stem the flow of UK companies rushing to list abroad?

David Coombs
clock 16 May 2024 • 3 min read
Infrastructure spend could help push growth despite bleak outlook

Infrastructure spend could help push growth despite bleak outlook

'One of the things that will drive the background music is inflation'

Hope Coumbe
clock 15 May 2024 • 1 min read
Future of Investment Festival: Three weeks left to secure a spot!

Future of Investment Festival: Three weeks left to secure a spot!

Targeted at sustainable, forward-thinking finance professionals

Professional Adviser
clock 15 May 2024 • 1 min read