Clients come in all shapes and sizes but, as Heath Reidy discovered, it might be wise to keep an eye out for the following...
The Treasury has ruled out launching its own independent inquiry into the collapse of Keydata until after the Financial Services Authority (FSA) has completed its review - which has so far stretched to two years without any public findings.
Hargreaves Lansdown has been criticised in a national paper for not fully disclosing its financial arrangements with fund managers.
Who moved where in another week in financial services?
Aberdeen held onto the top spot on Hargreaves Lansdown's ISA fund sales chart in April as emerging markets continued to remain a strong theme despite recent political turmoil.
A quartet of industry specialists talk to Heath Reidy about their top UK Equity fund picks.
The DWP has launched one last consultation on auto-enrolment before the pensions bill becomes law.
The Treasury will not use tax incentives to encourage more workplace saving for retirement, Tom McPhail, head of pensions research at Hargeaves Lansdown said.
Life company pension funds from Scottish Equitable and Scottish Life are among those which have consistently failed to beat inflation over the past decade, despite holding £14bn in savings, according to Hargreaves Lansdown research.
Peter Hargreaves and Stephen Lansdown are now amongst the UK's 100 wealthiest people, according to the Sunday Times Rich List 2011.