Sector shifts towards inclusivity and client experience
Sara Woodroffe stressed the need for swift action amid advice/guidance boundary review
Two-thirds of IFAs predict higher profits in 2025 but many feeling regulatory pressure
Regulator writes to those who complained about the way it handled the case
Platform has launched a white-labelled digital proposition
Aims to provide ‘comprehensive’ risk profiling services
Four more AR firms join Quilter’s advice network
Report concluded that this is ‘not the way to regulate’
‘FCA Firm Checker’ is live for small number of users