Round pegs, round holes or something better? A regulatory proposal for advice
The Financial Services Council’s much-discussed white paper on financial advice could be neatly summarised with a good old square peg, round hole ...
The Financial Services Council’s much-discussed white paper on financial advice could be neatly summarised with a good old square peg, round hole ...
With Christmas just around the corner, no doubt many of us are starting to plan for the festive season. If my household is anything to go by, wish ...
Enhanced investment options and changes to product pricing are making managed accounts more affordable and accessible to lower balance clients, writes ...
Most people would probably agree with the concept that a client (or customer) should understand what service they will receive before they agree to ...
As an adviser, it can all be overwhelming! Ongoing legislative and compliance change, continued pressure to meet education requirements, alongside the ...
We all know that too many advisers are exiting the industry far too quickly… But you think it’s bad now? In four years’ time there will be another ...
Is it the financial adviser’s role to probe their client on whether they are interested in responsible investing? Financial Advisers Standards ...
Delivering a great customer experience as call volumes grow is strengthening the business case for AI in the contact centre.
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin