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...
Appetite has suffered since Brexit vote
'Failure to pay attention can result in enforcement'
200,000 LISAs opened so far
From June 2019
11 years since launch of three Chartered titles