CEO says you shouldn’t “narrow” in the advice that you give clients
“They found it worthwhile and now feel more confident and competent in giving advice”
This version is "better suited to the learning needs" of new and experienced advisers
The winners of the PAA Excellence awards were announced at the National Advisers Conference last week.
Two industry associations explain how advisers can avoid claw-back confusions with clients after Financial Service Complaints reported concerns over claw-back traps.
