Platforms are failing to impress FCA - analysis
- Monday, 22 April 2024
- Articles
The Consumer Duty was the main focus for adviser platforms in 2023 but not all of them impressed the FCA, according to Darren Winfield, insight consultant (wealth management) at Defaqto.
Read more...Equity Release Council publishes adviser 'Duty' guidance
- Wednesday, 10 April 2024
- Articles
The Equity Release Council, the trade body for equity release providers, has published a new Consumer Duty-friendly guide to help financial advisers communicate more clearly and simply with clients about equity release.
Read more...Editor’s Comment: Embracing the ’Tik Tok’ generation
- Thursday, 28 March 2024
- Articles
It was good to see a new Financial Planning initiative this week to reach the so-called TikTok generation.
Read more...Many DFMs failing advisers over Consumer Duty
- Monday, 25 March 2024
- Articles
Less than a third of financial advisers feel fully supported by their preferred discretionary fund management partner (DFM) on the Consumer Duty, a new survey has warned.
Read more...