The upcoming review by the Financial Conduct Authority is likely to focus on ways to make it easier for advisers and their clients to switch investment platforms, according to Rory Percival.
The regulator is due to publish its investment platform market review imminently, and the ex-FCA technical specialist has suggested his former employer could take inspiration from the ease of modern current...
More focus on global equities
PA360 – 24 April 2018
Plans to hire more advisers
Exams start in December
Additional funds to be added in due course