"When I write to clients, I'm really writing to the Ombudsman." So said one adviser this week during a conversation about client relationships.
He said that, despite perfectly down-to-earth meetings with clients, during which he will not mention risk scales or say “markets can go down as well as up”, his follow-up letters read like they were written...
Moves to overweight equities and fixed income
The Big Interview: Focus on ethical investment
View from the front row
'No control or oversight'
359 new customers in 2018