News

Spending more time educating clients on Consumer Duty would pay off

Executive director of consumers and competition speaks on upcoming rules

‘You only have to look at last year to see the importance of diversification’

The watchdog has issued another warning on how it will discipline firms

Firms not challenging themselves enough on “uncomfortable questions”

The wealth manager was authorised by the FCA between 2007 and 2022

National IFA’s succession programme manages whole of sale process

Perspective has signed eight acquisition deals in 2023

Sacre Associates is a whole of market advice firm in Chelmsford

A 65-year-old with a £100,000 pension could have an annuity income of £6,782