How sustainability fits into Consumer Duty compliance

Single asset funds made up about 35% of all recommendations last year

Invested in CRM specialist via Fintel Labs project

Service is focused on providing ‘exceptional client outcomes’

When women seek advice the confidence gap closes significantly

Practical matters and tax considerations to consider

Financial professionals have ‘incredible influence’ on future

The deputy editor's Friday Night Takeaway from 16 June

Advisers must ‘own the space’ and believe in the ESG ethos

Wealth manager says: ‘We must practice what we preach’