"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...
Our weekly heads-up for advisers
'Nothing can prevent scammers developing workarounds'
Stalwart Scottish Mortgage takes third place
Consistency and compliance vs. slower reaction time
Search for replacement to begin imminently