How advisers can prepare for Mifid II changes
They will look to improve client suitability assessments
Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
Australian financial planning trade bodies merge
Partnership will ‘give us an even stronger voice in what continue to be challenging times for advisers’
Alarmed FSCS says bad advice responsible for 80% of claims
Tackling the problem can ‘sustainably reduce the levy over the long term’
Best Practice | 29 Jun 22
Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process