A lack of regulatory guidance around insistent client handling could lead to the emergence of specialist firms who will seek to exploit retirees for a quick income, an adviser has warned.
Bradbury Hamilton managing director Sheriar Bradbury (pictured) said firms may start specialising in signing off business other advisers steered clear of unless the Financial Conduct Authority (FCA) intervenes....
Following FCA letter
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Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.
After recently presenting to more than 200 advisers across five locations around the country on PA's Multi-Asset Roadshow, Brendan McCurdy takes offers up six takeaways for advisers from the two week journey...
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