How AIM is becoming more mainstream in financial planning

Advisers need to decide what type of clients they want to serve

Consumer Duty states consumer biases must not be exploited

The Liverpool DFM entered special administration last year

Ongoing adviser charging review to start shortly after FCA talks

Advisers ‘increasingly positive towards real estate’, research finds

Taking a proactive approach to training and competence

Regulator acknowledges decision will be ‘disappointing’ for complainants

Number of advisers not high enough to service client demand

Maps developed a UK strategy for financial wellbeing