Advisers should not feel pressured to produce monthly or even quarterly update reports for clients, according to management consultant Brett Davidson, who brands the practice "lunacy".
Are clients happy to pay 'just service' fees?
Keeping one step ahead of the regulator...
Inspire marketing consultant Carrie Bendall reveals how to achieve this time and again.
Just how big is the apparent threat to trail commission?
After making another tweak to our fees disclosure document, I'm starting to wonder who it's really for...
Advisers share the changes they would make if they had their time again
Eleven things you need to know about the FCA's cost of advice probe
Nearly three quarters of firms are still failing to show clients the true cost of advice, the regulator has found in what it calls a "wake-up call" for the industry which has already put two firms at risk of enforcement action.