Industry
PFS publishes Consumer Duty toolkit
In a bid to help firms develop beyond minimum requirements
DB transfer values fall by 8%
As 95% of cases reviewed in June raised at least one scam warning flag
Barclays combines UK wealth and private banking businesses
To improve customer and client experience
PEOPLE MOVES: Coutts, Strabens Hall, Natixis IM
Chief executive steps down from private bank, as advice company names COO
Best Practice | 28 Jul 23
Why I became a financial adviser…
Victoria Ross was an investment banker before joining Progeny