Client invested £25,000 through DFM service
New guidelines introduced at the start of December
21% of people would rather see a dentist
Investment complaints 2.1 per 1,000 products
Putting the needs and wants of the client first
Adapting old products to a new - and younger - client base
Improving relationships with clients
New reporting platform for third-party IFA and direct clients
Concerns over low interest rates on certain accounts
Case of two advisers
In the past five to ten years, we have all become more familiar with behavioural economics, and the past few months has seen the launch of some funds using a strand of this through artificial intelligence (AI).
Lists ways to add £43bn to economy
Supporting the Customer Outcomes Forum
In an attempt to revive the fortunes of Marks & Spencer, the new boss has identified Mrs M&S as his target customer. We know she already likes the grub on offer but she doesn't seem too fussed about the clothes and apparently isn't too keen on the in-store...
I am starting a one-man campaign against terms and conditions - not just in financial services, but in life in general.
Much is made within the industry about 'profitable' and 'unprofitable' clients, but outside the financial services bubble it can sound a bit crass or uncaring.
Digital health driving change