The Financial Conduct Authority (FCA) has outlined its five key tests for investment advice as part of a guidance consultation examining the boundaries between different advice models.
The guidance, published on Friday, seeks to clarify the regulatory framework in respect of different types of investment sales models, and provide examples on whether they amount to personal recommendations...
Irish border, resignations, market volatility and more
Revealed – successes across all 11 categories
Fidelity International multi-asset CIO James Bateman talks to Julian Marr about recent market volatility, portfolio positioning and his thoughts on the coming year
Follows Phil Young
‘Positive so far’