Advisers often bemoan the regulator for failing to tell them what it wants. But in the first half-year its technical specialist and all-round public face of the FCA, Rory Percival, has tackled at least six key issues. Do you really want to hear from him more than once a month?
Edict 1) Dump copy-paste suitability reports "Let the adviser fill in a personalised report based on the client," he told delegates at a conference held by discretionary investment manager Thesis...
14% of intermediaries are women
Podcast back on weekly basis
‘Review’ tapered annual allowance
Better off backing a lone manager or a team?