IFAs were asked if they are prepared for the next stage of TCF, in April, and whether it has hade much of a difference to the way they operate.
FEARS have emerged about the effectiveness of the FSA’s Treating Customers Fairly (TCF) regime which has not begun to deliver real benefits to clients, despite costing IFA firms a considerable amount of...
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PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client