Draft report into City Equities ordered by FCA and seen by Professional Adviser details widespread failings
It's Professional Adviser's weekly heads-up on the jobs, events, jokes, quotes, and other bits for professional financial advisers...
Freedom for both clients and their investment advisers
PA held a technology and advice seminar for IFAs
Is an admin horror story on the horizon?
How do you pick up the pieces from another adviser’s poor service?
Professional Adviser's weekly heads-up on the articles your clients may have read in the nationals over the weekend...
To those outside the advice industry, it may seem that a decision on whether or not to take on a particular client is a simple one. But that isn't so...