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Opinion

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
Polluter pays: Three things for and against FCA plans

Regulation

Polluter pays: Three things for and against FCA plans

'Regulator is to be congratulated for grasping the nettle'

clock 13 December 2023 • 5 min read
Economic treacle or real transition? Reflecting on advice in 2023

Your profession

Economic treacle or real transition? Reflecting on advice in 2023

'Whatever 2024 holds I hope it's a good year ahead'

clock 13 December 2023 • 3 min read
Unpredictable: Where should investors turn to in 2024?

Investment

Unpredictable: Where should investors turn to in 2024?

Diverse views on the likely outturn for the global economy

clock 13 December 2023 • 5 min read
Goodbye guidance: A new shape for advice and client support

Regulation

Goodbye guidance: A new shape for advice and client support

'At just 62 pages it's a mere novella compared to most of the watchdog's output'

clock 12 December 2023 • 8 min read
Investment outsourcing: A post-RDR landscape that's still shifting

Managed solutions

Investment outsourcing: A post-RDR landscape that's still shifting

Consumer Duty brings a new focus on the provision of investment services

clock 12 December 2023 • 4 min read
Positive change: Assessing the regulator's SDR policy statement

Regulation

Positive change: Assessing the regulator's SDR policy statement

The FCA has introduced a 70% minimum threshold across all labels

clock 11 December 2023 • 5 min read
Why business owners should be Disability Confident

Your Business

Why business owners should be Disability Confident

'It helps identify those employers who are committed to D&I'

clock 11 December 2023 • 4 min read
Nurturing trust and loyalty: The fourth pillar of Consumer Duty

Consumer Duty

Nurturing trust and loyalty: The fourth pillar of Consumer Duty

Need to foresee and mitigate potential harm is paramount

clock 08 December 2023 • 4 min read
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