Is there more to targeted support than meets the eye?
Firms must ensure customers understand what they are buying, writes Simplify Consulting’s Jo Fulford
Best Practice
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Oxford Risk: The psychology of inheritance
Oxford Risk’s Greg B Davies examines why the great wealth transfer needs behavioural Insight
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PFS announces huge investment to fund future talent
Aim is to remove barriers and build a profession that is as ‘diverse and dynamic’ as the society it serves
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Oxford Risk: Getting ready for targeted support with behavioural suitability
Advisers need to make sure they have the right tools for the job, writes Oxford Risk’s Greg B Davies
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Dynamic Planner’s Chris Jones: Don’t mind the gap, step into it
The arrival of the FCA’s targeted support regime will help fill the void between financial promotion and regulated advice
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Decumulation challenge with sustainable investing
Castlefield’s Michael Owens argues a diversification of assets should be a key focus for individuals entering into decumulation
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Oxford Risk: Why risk tolerance alone can’t determine suitable risk
Advisers and firms need a fuller understanding of who investors are and how they relate to their investments, writes Oxford Risk’s Greg B Davies
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Consumer Duty: Wealth managers must do more to protect vulnerable customers
While progress has been made, many wealth managers must do more to protect customers, writes Natasha Bridgewater’s Simplify Consulting
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Sparrows Capital’s Yariv Haim: Our mantra is ‘client-first’
In this Q&A, the CEO discusses the importance of providing jargon-free communication and putting clients first and company second
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Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
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FCA’s targeted support framework could be neither well-targeted, nor very supportive
Unless behavioural differences are taken into account, the framework risks offering solutions that are only superficially suitable, writes Greg B Davies
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Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion