With the new 'PROD' governance rules holding advisers must consider a provider's financial strength, Steve Nelson outlines some important questions to consider as part of the due-diligence process
A decade after the banking crisis took the world to the brink of a global financial meltdown, the importance of financial due diligence is surely not in doubt. Yet there remains a suspicion some advisers...
Moves to overweight equities and fixed income
The Big Interview: Focus on ethical investment
View from the front row
'No control or oversight'
359 new customers in 2018