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  • Opinion
    • The Editor's Column
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  • Intelliflo's Nick Eatock

    Intelliflo adds Open Banking to Financial Planning portal

  • Finding new clients has been harder during the pandemic

    58% of advisers struggling to add new clients

  • Editor Kevin O'Donnell

    Editor’s Column: Why putting cash before clients is a mistake

  • Editor Kevin O'Donnell

    Editor’s Column: FSCS levy reform can’t come too soon

  • Claire Trott, Chair of the Association of Member-Directed Pension Schemes

    Claire Trott: Why clients need pension knowledge too

  • Editor Kevin O'Donnell

    Editor’s Column: Yesterday’s client may not be tomorrow’s 

  • Nick Eatock

    48% of advisers report surprise increase in clients 

  • Claire Trott, Chair of the Association of Member-Directed Pension Schemes

    Claire Trott: Why the LTA is nothing to fear

  • Advisers have adapted quickly to remote working

    6 in 10 advisers saw client growth in 2020

  • Adviser risk assessment of clients can often by hugely variable

    Huge variation in advisers’ client risk assessments

  • Defaqto's Pan Andreas

    Defaqto adds client ESG preference tool to Engage 

  • Clients are becoming more demanding

    1 in 3 advised clients want more support  

  • FCA building

    FCA extends 10% drop notice opt out for 12 months

  • Clients concerned they may not be assessed correctly for investment risk

    3 in 10 clients may be wrongly assessed on risk

  • Younger clients are becoming more likely to use a Financial Planner says Continuum

    Financial Planner sees boom in younger clients

  • Unexpected wealth can create new problems for vulnerable clients

    Taskforce warns on vulnerability and sudden wealth

  • Paul Feeney

    Quilter to open up HNW offering to external IFAs  

  • Most HNW taxpayers say they pay the 'right amount' of income tax

    73% of HNW clients paying ‘right’ amount of tax

  • Vanguard website

    Vanguard hits 500,000 client milestone in UK

  • Many advised clients say inflation is their key concern

    Inflation is clients' top worry say advisers

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