Consumer Duty
The FCA’s 14-point action plan part 2: What you need to know
As financial advisers have a considerable part to play when it comes to making sure the requirements of Consumer Duty are met
Advisers must consider property wealth in light of Consumer Duty
As statistics show more UK personal wealth is accumulated in property than anything else outside private pensions
Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year