Respondents would take advice if they were to receive a large sum of money
The majority of widowed women leave their adviser within a year
Small advice firms may not get ‘outcome they desire’
Non-investors would be encouraged to invest if they had personalised advice
The advice/guidance boundary review is centred on four key consumer harms
Industry experts gathered to discuss challenges posed by Consumer Duty
Advisers are ‘not there yet’ with the FCA’s regulation
The editor's Friday Night Takeaway from 26 May
Client demand for sustainable finance has risen as advisers demand support
PIMFA raises concerns over the FCA’s proposals for sector harmonisation