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‘Consumer Duty Profiles’ to appear imminently in adviser software

Quarterly report is a register of viewing patterns among advisers

The firm said positive flows were partly offset due to declining markets

The professional body welcomes new members as three step down

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

Autocalls described as ‘preferred’ option within structured products

Welsh firm Prism Independent Financial Advisers is no longer trading

Set up charity Elizabeth’s Smile to support bereaved children

Confidence level is not as high as it could be as worries remain

SIPPs could be ‘major beneficiaries’ of the new regulation