The Pro Adviser Podcast
Sci-fi movies may have promised us some snazzy technology that hasn't quite come to pass, writes Simon Goldthorpe, but that does not mean financial advisers should dismiss the power of fintech...
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'Number of issues' found
Feedback not yet enough
'Take pro-active steps'
Following FCA letter
Chairman since 2015
Includes Rory Percival and many more
Dear CEO letter sent today
Fell into administration this year
Three things your clients may call you about this week… SJP director Morrissey admits clients may not understand fees
The transparency of fees, 'star' managers potentially going out of favour and IHT law changes - here's our weekly heads-up on the financial stories that may have caught your clients' attention over the weekend …
For 2022 Winter Olympics
30 years experience
It’s The Pro Adviser Podcast
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
Following multi-agency pitch.
Develop education course
FSCS referred 19
Five-steps to outsourcing happiness