In the competitive landscape of the accounting industry, firms are increasingly recognizing the pivotal role that client service plays in their success. From small boutique firms to large ...

but this year we will be working with our clients to be even clearer on their goals and ensure that all our efforts are supporting these. Importantly we will also put more measures in place ...

It’s been well over a decade since I first presented a design to a client, and in that time I have learned a lot. Experience ...

New CFR regulations put clients first. By holding all advisors to a higher standard, the quality of service goes up for all investors. In today’s competitive environment, it’s not enough to ...

An Arizona advisor who placed nearly all client assets in equity-linked notes has been barred from the industry for at least three years and will pay $1.6 million in disgorgement and penalties ...

Most advisers believe market volatility in 2025 could put clients off investing. A new poll from Wesleyan found 91 per cent of financial advisers believe investment markets will be more volatile ...

One case, relating to the misappropriation of client funds by an estate agent, led to a major sanction prohibiting the estate agent from applying for a new licence for a period of six months.