client relationships

Consumer trust can "breed arrogance" within organisations, the leader of the Question of Trust campaign told delegates at the IFP conference yesterday.

The Financial Services Authority (FSA) is urging firms to consider their professional indemnity insurance (PII) situation and client communications ahead of Retail Distribution Review (RDR) implementation.

The Financial Services Authority (FSA) is urging firms to make sure they have the appropriate controls in place to ensure advisers moving to relationship management or paraplanner roles do not step outside of their regulatory boundaries.

Richard Leeson goes through the many different types of client that an adviser has to deal with.

The Financial Services Authority (FSA) has issued final guidance for firms using centralised investment propositions (CIPs), pointing out the requirements when outsourcing to a discretionary investment manager (DFM).

Guardian Wealth Management is to put some of its long-standing clients on a new panel which will meet regularly to discuss the future strategy of the group.

This is the second of our fortnightly voxpops in which we gauge the views of consumers on a range of topics of interest to financial advisers...

Framing questions in the right way can completely change the relationship advisers have with their clients and get to the heart of what they need.

Do advisers work better with clients who match them demographically?