'Easier to confirm meetings via WhatsApp than calling'
This week’s poll also looks at new clients and Consumer Duty
Ex-Schroders CIO Alex Funk joins DFM as investment lead
The editor's Friday Night Takeaway from 3 May
Wealth manager has partnered with charity Sporting Wellness
Firms to produce first annual Consumer Duty board report
‘Clients overlook major sources of value from advisers’
Make ethics reviews part of regular team training and development
Advisers can calculate IHT liabilities based on future estate value
Demand for social media influencers who specialise in finance drops by 13%