Mitigating behavioural biases builds trust with clients
Comes as the 31 July deadline looms for advice firms of all sizes
Firms of all sizes must complete Consumer Duty report by 31 July
'AI technology will become far more prevalent'
Mental Health Awareness Week started 13 May and runs until 19 May
'One of the things that will drive the background music is inflation'
Consumer Duty was not a 'once and done' scenario
FSCS has so far had one claim against Chestergate Financial Services
‘Advisers focus on maximising returns at the expense of the advice gap’
Platform to support advisers managing multiple software solutions