Will now allow written notes of calls
Financial Planning Week, which starts on 8 May, gives advisers the perfect opportunity to showcase their expertise, meet people in their communities and demonstrate trusted financial advice is close at hand, says Campbell Edgar.
In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Deutsche Bank Wealth Management's Tom Slocock.
Round-up of news and views
Retaining existing customers a key element
Schroders urging Tesco to reconsider Booker merger
With technology shaping the industry at breakneck speed, regulators must adapt to such changes to provide better oversight and lower costs, writes Simon Ellis, global head - client segments at HSBC Global Asset Management.