‘Building rapport and trust is essential when working with clients’
Only four in ten include ESG as part of their training and compliance regime
Don MacIntyre says the professional body needs to work closer with advisers
The trade body had its graduation ceremony on Friday 24 November
Alasdair Walker receives a reply from PFS CEO but still needs answers
‘Financial coaching skills are crucial for advisers’
Kirsty Anderson urges advisers to value female clients
Alasdair Walker sent an email to 600 PFS members on 27 October
The process of strengthening its governance functions was ‘interrupted'
Panel to help PFS members embed sustainability into advice