Formal standards 'great news' - OMW's Darren Smith
Beware ‘ideology of independence'
From the RDR and the Financial Advice Market Review (FAMR) to pension freedom, the ability of consumers to access some form of financial advice has been a big focus for both the government and the regulator.
'Generation Austerity' report
Create a ‘family office' relationship with clients
CEO Harrison to chair board
Advice/guidance fixation must end
At heart, robo-advice is still just a website
Advisers top source for investment information
Four-fifths of firms offer independent advice
New clients and markets, lower costs, improved control
Value of advice far from embedded
Includes consolidation, pricing and robo-advice
To raise financial engagement and knowledge
'Make your voice heard'
Clients will increasingly have to fund costs of care themselves
Retirees at risk
Without taking sides, the case must be made for expertise
The chairman considers the FCA's ‘little battle' with the English language
Goverment plans to adopt MiFID definition of advice
Why an ‘ought' or a ‘should' is so important