The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
Best Practice
-
-
One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients
-
FCA launches rule review to spot Consumer Duty ‘overlaps’
Regulator calls on firms to identify regulation which could be removed or simplified
-
BNY Mellon’s Parkin: A natural response to the FCA’s retirement review
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin
-
Advisers need better ‘emotional intelligence and empathy’ report says
The Financial Advice Paradox report highlighted areas for improvement
-
CCLA’s Browne on mental health: Awareness is increasing but the gap is widening
The stewardship lead speaks to our sister title Portfolio Adviser following the firm’s third iteration of its UK mental health benchmark
-
Why we simply can’t lose the value of human relationships in ongoing advice
The industry and government need to collaborate to design a human-centric advice model, argues Simplify’s Carl Woodward
-
Money talks: Keeping it in the family
Morningstar Wealth’s Ben Lester encourages greater communication when it comes to intergenerational financial planning
-
Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
-
Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
-
Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
-
City Hive targets 50 signatories to ACT Standard by 2025
Standard of corporate culture launched two years ago and currently has 17 signatories