FCA extends 10% drop notice opt out for 12 months
- Tuesday, 21 December 2021
- Articles
The FCA has extended temporary measures allowing firms to opt out of 10% depreciation notices to investors for a further 12 months to December 2022.
Read more...1 in 3 advised clients want more support
- Wednesday, 01 December 2021
- Articles
Just over one in three financial advisers (34%) say clients want more emotional support - in addition to financial advice - post the pandemic.
Read more...Defaqto adds client ESG preference tool to Engage
- Monday, 15 November 2021
- Articles
Adviser fintech firm Defaqto has added a new ESG client preference questionnaire and additional ESG data filters for DFM MPS and governed portfolios.
Read more...Huge variation in advisers’ client risk assessments
- Tuesday, 25 May 2021
- Articles
Financial advisers show a huge variation in how they assess client risk tolerance with some putting the same 'imaginary' client at different ends of the risk spectrum, according to a new study.
Read more...