‘Chaos’ in mortgage market as advisers grapple with Consumer Duty
Generative AI: A game changer for advice
At the heart of Consumer Duty is ‘consistency of process'
Why become a B Corp in the financial services sector?
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