A quarter spend half a day on investment reviews
Smaller companies less prepared
Follows 2011 guidance
New focus on behavioural finance and client experience
'Time is the enemy' - Prudential
Risk-profiling tool launched
'Perpetual thorn' in advisers' side could also sting robos, report suggests
Existing risk profiling tools present inaccurate outcomes, firm claims
A checklist for the savvy adviser