Quilter adds client comms guide
- Friday, 18 August 2023
- Articles
Wealth manager and Financial Planner Quilter has added a client communications guide to its Consumer Duty support for advisers.
Read more...Tell us your ‘pain points’, says Origo
- Friday, 11 August 2023
- Articles
Origo chief executive Anthony Rafferty has urged Financial Planners and other industry professionals to tell the fintech about their problems so the business can work on ways to help.
Read more...PFS's Matt Connell: Regulatory risks
- Tuesday, 08 August 2023
- Articles
In this exclusive column, Matthew Connell, director of policy and public affairs for the Personal Finance Society, looks at why the Consumer Duty is not the 'be-all and end-all' for Financial Planners this year. This edited article first appeared in Financial Planning Today magazine (July-Aug issue).
Read more...44% of IFAs say Consumer Duty will hit profits
- Monday, 31 July 2023
- Articles
More than four in 10 financial advisers expect the FCA’s new Consumer Duty - which comes into effect today - to hit profits due to the cost of complying with the new rules.
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