In this piece Paul Resnik bemoans the fact there are still no rigorously-tested standards for risk tools that enable advisers to make a fully informed comparison about providers, arguing there tools in the market that use 'gamble' questions and those that, in his view, more accurately assess clients' risk tolerance...
Suitability will be high up the agenda over the coming months as the regulator prepares to publish its latest findings on the subject. The Assessing Suitability Review will, alongside the Financial...
MoD award for Quilter
Received 100 complaints
Expanding across North West
For smaller and medium firms
'There will be more consolidation'
Fee-based revenue fell 13%