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Opinion

Talking with… Capital Group head of fixed income Mike Gitlin

Investment

Talking with… Capital Group head of fixed income Mike Gitlin

The series continues as Richard Romer-Lee chats to Mike Gitlin

clock 21 December 2023 • 6 min read
Tools of the trade: Looking beyond traditional adviser tech

Technology

Tools of the trade: Looking beyond traditional adviser tech

‘There is no silver bullet to solve this…no single piece of regulation’

clock 20 December 2023 • 4 min read
Christmas adverts and parrots: How to fix the advice gap

Regulation

Christmas adverts and parrots: How to fix the advice gap

The regulator 'willing to listen' on advice/guidance review

clock 20 December 2023 • 4 min read
Ever-increasing RegData reporting requirements for financial advisers

Regulation

Ever-increasing RegData reporting requirements for financial advisers

'We are now dealing with a ‘data-led' regulator'

clock 20 December 2023 • 4 min read
Consumer Duty: Why hybrid advice will become indispensable

Consumer Duty

Consumer Duty: Why hybrid advice will become indispensable

Novel alternative advice routes are needed as soon as possible

clock 19 December 2023 • 4 min read
Why death benefit nominations just got even more important

Pensions

Why death benefit nominations just got even more important

LTA removal results in tweaks to rules on death benefits

clock 19 December 2023 • 3 min read
PCLS after age 75: Everything advisers need to know

Pensions

PCLS after age 75: Everything advisers need to know

Pension commencement lump sums are complicated

clock 18 December 2023 • 4 min read
Taking a psychometric approach to sustainable investing commitment

Green

Taking a psychometric approach to sustainable investing commitment

A review of clients’ views on sustainability

clock 15 December 2023 • 4 min read
Platform due diligence: The good, the bad and the lazy

Wrap/platforms

Platform due diligence: The good, the bad and the lazy

Where are the areas where we need to give due diligence a good hard stare?

clock 14 December 2023 • 4 min read
Why 'polluter pays' could be final straw for DB transfer advice

Regulation

Why 'polluter pays' could be final straw for DB transfer advice

Are the reforms the straw the broke the camel's back?

clock 13 December 2023 • 3 min read
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