Don’t be a sitting duck
Increasing choice and competition
AUA passes £500bn mark
Follows regulatory crackdown
Switched from IFDS to FNZ
New focus on behavioural finance and client experience
Led by son of SEI's Brett Williams
FCA plans platform market review
Host of challenging questions
Six-month rolling programme
'Project to remain within £80m budget'
'Attracting €1m a day'
Ascentric, James Hay and Nucleus have all made changes
To develop technology
Group to set minimum data standards
Opportunity to invest in single companies through portfolio service
Advice must be ‘omni-channel’
Platforum and the lang cat discuss
'Algorithms can only go so far'
Higher income households receptive to tech-led advice
To 'reduce risks of failure to comply'
Portfolios up to £1m charged 5bps more
But internet offers answers as well as danger
Computer-based test live from mid-February