Beware false economy
Adviser due-diligence is critical
Key checks advisers should make before advising clients
Time for some due diligence perspective...
Due diligence on DFMs 'impossible'
Zurich's head of platform strategy gives due diligence tips to advisers
Hits back at 'ratings can be bought' report
Advisers taking shortcuts in EIS due diligence
Firm published list of questions to be asked
Due diligence review was published in February
The FCA's latest due diligence paper was unusually succinct
Cathi Harrison fills in the gaps left by the FCA
Review is 'too high level'
Platform due diligence is lacking
Platforms expected to take more active role
FCA sent questionnaires to advisers
Standard Life said advisers need to act to avoid being trapped in dying platform partnerships, as it predicted the market will shrink to a handful of providers.
Rathbone Unit Trust Management chief executive Mike Webb has urged advisers to consider the sustainability of fund performance when doing their due diligence, as he warned there is "still too much herding" going on in the market.
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Advisers are not asking the right questions when doing due diligence on discretionary fund managers (DFM), one such firm has said, in response to criticism it is "impossible" to compare their costs and services.
Financial Conduct Authority (FCA) technical specialist Rory Percival has denied there are "significant" differences in what the regulator thinks is adequate due diligence undertaken by firms and how the ombudsman finds in dispute cases.
The Financial Conduct Authority's (FCA) thematic review into due diligence practices will focus on advisers' role in the process, not that of platforms, technical specialist Rory Percival has said.
Advisers are asking more and deeper questions when probing what Zurich's platform has to offer, the insurer's head of retail platform strategy Alistair Wilson (pictured) has said.