When deciding what to include in client statements, providers often just focus on what the regulations require - yet, asks our Armchair Critic Brendan Llewellyn, why not seek competitive advantage from doing more?
As always, look at what people do rather than what they say. We might proclaim that existing clients are more valuable than new ones but the evidence points to a continued focus on the latter. Advisers,...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions