Chris Davies

Comes as the 31 July deadline looms for advice firms of all sizes

Streamline client file reviews and compliance document audits

Developing an AI strategy to manage risk and empower growth

Latest Dear CEO letter from regulator speaks volumes

A look at where work still needs to be done as we move to the next phase

'This was always going to be a big challenge for adviser firms'

Benchmarked against four Consumer Duty outcomes

'Looking both ways across the value chain'

‘How do you actually measure the fact that a client has peace of mind?’

Model Office fourth annual benchmark report highlights firms’ concerns