The latest edition of NS&I’s Financial Advice Barometer showed that security remained the top priority for advisers’ clients.

A survey of 200 users of Intelliflo’s Intelligent Office during December revealed that advisers were optimistic that 2019 would see them increase business and recruit more staff.

Certified Financial Planner and Chartered Wealth Manager Martin Ruskin CFP, head of business development at Paradigm Norton and a leading Financial Planning figure, has shared his top client loyalty tips.

IRESS has said that XPLAN clients will be able to easily allow third party software providers to directly access and integrate with XPLAN.