AJ Bell has called on the regulator to streamline the suitability rules on re-platforming clients in bulk, describing current individual advice requirements as "overly arduous".
Arguing simplifying the rules would save advisers time and money at no cost to the client, AJ Bell chief executive Andy Bell explained: "As it currently stands, if advisers want to move clients from one...
Partner Insight: Continuing the Architas education series for clients.
What made financial headlines over the weekend?
290,000 already affected
Putting the tech into protection
Square Mile’s series of informal interviews