Merry Christmas
Even Internet sites celebrate Christmas.
The hard-working elves behind the Money Management e-mail newsletter are taking a well-deserved break so this will be the last e-mail news update for 2000.
To all our loyal readers, a merry, merry Christmas and a prosperous 2001. Thank-you for supporting the Money Management Web site throughout the year.
We look forward to your company when the e-mail news service begins again on January 8.
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The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
