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The Editor's Column
Mr Sipp - John Moret
Life Planning Founder George Kinder
Guest Columnist
Features
Training and Events
Insight & Analysis
FP Today Magazine
Optimum
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CISI 2019: ‘Planners failing over client focus’ - Rory Percival
High returns low on client priority lists - adviser survey
Client numbers rise 22% at AJ Bell
Advisers missing face-to-face contact with clients - research
Fairstone client numbers rise to nearly 70,000
Intelliflo adds Open Banking to Financial Planning portal
58% of advisers struggling to add new clients
Editor’s Column: Why putting cash before clients is a mistake
Editor’s Column: FSCS levy reform can’t come too soon
Claire Trott: Why clients need pension knowledge too
Editor’s Column: Yesterday’s client may not be tomorrow’s
48% of advisers report surprise increase in clients
Claire Trott: Why the LTA is nothing to fear
6 in 10 advisers saw client growth in 2020
Huge variation in advisers’ client risk assessments
Defaqto adds client ESG preference tool to Engage
1 in 3 advised clients want more support
FCA extends 10% drop notice opt out for 12 months
3 in 10 clients may be wrongly assessed on risk
Financial Planner sees boom in younger clients
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