Recording client calls and meetings need no longer be seen as a stealthy activity likely to be viewed with suspicion by clients...
The Financial Conduct Authority (FCA) could be required under Europe-wide rules to force all advisers to record client telephone calls to show they are acting in clients' best interests. With one adviser...
According to Cicero report
Adds 24 staff, three offices and £275m AUA
Launches Junior ISA and retirement accounts
Schroders tops 2019 list
24 companies wound up