Financial adviser Alan Lakey confesses to a peculiar hobby: scouring Ombudsman decisions to understand its process. Here, he outlines three protection cases with arguable outcomes and urges his peers: make sure you take heed of FOS decisions...
Advice is an elastic process, whereby it is fair to say that if ten advisers are provided with an identical set of client circumstances, they are likely to produce a number of versions of ‘best advice'....
Ahead of December deadline
Advisers should reconsider process
In preparation for December deadline
CISI Financial Planning conference
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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