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  • SIPPs firm Curtis Banks launches new client portal

    Curtis Banks

  • Firm makes new HNW hires and opens new office

    Philip Young and Lucy Katzarova

  • CISI 2019: ‘Planners failing over client focus’ - Rory Percival

    Rory Percival addresses delegates at the CISI Financial Planning Conference this afternoon

  • High returns low on client priority lists - adviser survey

    Charles Stanley website

  • Client numbers rise 22% at AJ Bell

    AJ Bell CEO Andy Bell

  • Advisers missing face-to-face contact with clients - research

    Advisers say coping with no face-to-face meetings with clients has been a challenge

  • Fairstone client numbers rise to nearly 70,000

    Fairstone CEO Lee Hartley

  • Intelliflo adds Open Banking to Financial Planning portal

    Intelliflo's Nick Eatock

  • 58% of advisers struggling to add new clients

    Finding new clients has been harder during the pandemic

  • Editor’s Column: Why putting cash before clients is a mistake

    Editor Kevin O'Donnell

  • Editor’s Column: FSCS levy reform can’t come too soon

    Editor Kevin O'Donnell

  • Claire Trott: Why clients need pension knowledge too

    Claire Trott, Chair of the Association of Member-Directed Pension Schemes

  • Editor’s Column: Yesterday’s client may not be tomorrow’s 

    Editor Kevin O'Donnell

  • 48% of advisers report surprise increase in clients 

    Nick Eatock

  • Claire Trott: Why the LTA is nothing to fear

    Claire Trott, Chair of the Association of Member-Directed Pension Schemes

  • 6 in 10 advisers saw client growth in 2020

    Advisers have adapted quickly to remote working

  • Huge variation in advisers’ client risk assessments

    Adviser risk assessment of clients can often by hugely variable

  • Defaqto adds client ESG preference tool to Engage 

    Defaqto's Pan Andreas

  • 1 in 3 advised clients want more support  

    Clients are becoming more demanding

  • FCA extends 10% drop notice opt out for 12 months

    FCA building

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