The advice/guidance boundary review is centred on four key consumer harms
Industry experts gathered to discuss challenges posed by Consumer Duty
Advisers are ‘not there yet’ with the FCA’s regulation
The firm acquires Adjuto to ‘further strengthen its reliable status’
The firm made adjustments within 'Building Block' funds
‘I want to be the financial adviser that I wish I had’
The firm doubled the number of advisers in the year to 31 March 2023
Advisers have been called to ‘change with the times’ in a new report
Advisers place emphasis on obtaining clarity regarding pension taxation
Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’