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Availability for clients key to adviser success

Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]

Iain Anderson: Johnson vs Hunt on personal finance policy

By the end of this month, either Boris Johnson or Jeremy Hunt will take up residence behind the world’s most famous black door. The race to succeed Theresa May gets more interesting by the day. And if it were supposed to be a virtual coronation for Boris, then someone should have told Jeremy Hunt, who […]

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How are advisers using technology?

Technology is playing an ever bigger role in the day-to-day running of advice firms and provides a way for firms to position their businesses for the future. How are advisers using technology and what pieces of software can they not do without?

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Regulator’s whistleblowing framework labelled ‘charade’

The FCA’s whistleblowing framework is paying lip service to supporting whistleblowers, but does little to protect them or act on disclosures, informants fear. Some whistleblowers labelled the policy as “window dressing” and “a charade” when they shared the experience they encountered with the FCA for a report by the All-Party Parliamentary Group for Whistleblowing published […]

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Liontrust appoints non-executive director

Liontrust has appointed Mandy Donald as an independent non-executive director. Subject to regulatory approval, she will join the board on 1 August and become chair of the audit and risk committee on 20 September. A trained chartered accountant, Donald spent almost two decades at EY before she turned her focus to the growth of new […]

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UK robo advice solutions lags despite investment

The development of robo initiatives in the UK advice market have hit a wall despite increasing investment in the sector, according to Octopus Investments. Speaking at an Adviser Home event this week, Octopus Investments chief executive Ruth Handcock said the £1.4bn invested in the global robo market has yielded lukewarm results in the UK at […]