The Personal Finance Society (PFS) has published a guide warning advisers what to do to ensure any work they do with discretionary investment services does not come back to haunt them.
The guide, produced for the society by qualitative research firm Diminimis, has set out to clarify the legal and regulatory requirements that need to be met by advisers and any discretionary investment...
Despite surge in robo-advice
CISI member for 26 years
Experts warn of lengthy delays in investors recouping losses
Our weekly heads-up for advisers
104 delegates attended