FCA
Merged Tilney Smith & Williamson has 265 financial planners
And assets under management of £47bn
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Over £30m lost to scams in four years
Victims put off sorting out their finances for fear of being scammed again
Advisers unite against ‘crucifying’ regulatory costs
‘We should not be paying for the sins of everyone else’ says IFA and Linkedin page co-founder
Pensions dashboard to cost providers ‘millions’
Inconsistency of data and information compliance could be the next big headache for the sector