John Porteous

DAs more worried about Consumer Duty costs than networked peers

Your profession

DAs more worried about Consumer Duty costs than networked peers

The deadline for the Consumer Duty regulation is just one week away

clock 24 July 2023 • 2 min read
Charles Stanley launches 'free call with an adviser' service

Your profession

Charles Stanley launches 'free call with an adviser' service

In-depth discussions at a fixed price of £150 will also be offered to the public

clock 29 June 2023 • 1 min read
Charles Stanley launches online-based hybrid advice service

Your profession

Charles Stanley launches online-based hybrid advice service

‘Help more people to get the advice they need’

clock 09 May 2022 • 2 min read

Your profession

Half of advisers bullish on 2021 business prospects - Charles Stanley

'Advisers have risen to the challenge'

clock 06 January 2021 • 2 min read

Your profession

Half of advisers increase 'out of hours' client contact during pandemic

'Working around the clock'

clock 16 November 2020 • 2 min read

Companies

Charles Stanley hires group head of distribution

New role

clock 04 March 2019 • 1 min read

Your profession

John Porteous joins OMW to establish customer solutions team

OMW prepares to demerge from Old Mutual

clock 08 September 2017 • 1 min read

Investment

The death of the 'once and done' pension plan

The death of the ‘once and done' pension plan

clock 16 April 2015 •

Managed solutions

Integral link: John Porteous on CIPs and financial planning

CIPs should be an integral link between financial planning and desired client outcomes, writes John Porteous

clock 25 March 2015 •

Regulation

John Porteous: The unavoidable challenges facing simplified advice

The unavoidable challenges facing simplified advice

clock 05 February 2015 •