Bill Vasilieff, CEO of Novia, explains why the growth of Lifestyle planning tools may help bring down the surprisingly high number of firms failing to properly assess client suitability…
A recent ‘Dear CEO’ letter from the FSA to the heads of wealth management firms followed a review where 14 out of 16 firms contacted were judged by the FSA to pose a high or medium-high risk of client...
What made financial headlines over the weekend?
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard