The Financial Conduct Authority (FCA) has outlined a number of good and bad practice scenarios around the design and delivery of ongoing advice.
The regulator's third and final cycle of the thematic review into firms' implementation of the Retail Distribution Review (RDR), found ongoing advice was an important element in clients seeking advice....
According to Cicero report
Adds 24 staff, three offices and £275m AUA
Launches Junior ISA and retirement accounts
Schroders tops 2019 list
24 companies wound up