Morningstar: There’s no finish line in sight for Consumer Duty
The race for Consumer Duty has only just begun, writes Morningstar’s Steve Owen
Industry
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PEOPLE MOVES: Quilter, Hawksmoor, JTC, Evelyn Partners
JTC has promoted Mark Fleming
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FCA asks advice firms to provide Consumer Duty update
20 of the largest firms contacted regarding ongoing fees
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FundCalibre awards Aegon, Fidelity and Ninety One funds with ‘Elite’ rating
Seven strategies received the rating while four were awarded the ‘Elite Radar’ badge
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Vanguard rolls out hub for UK advisers
Vanguard 365 provides a range of educational content and events
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All I want for Easter is the findings of the FCA’s thematic review
BNY Mellon’s Richard Parkin sets out his wishes for some clear guidance from the regulator
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Most investors not reviewing their pensions annually, research finds
Only 18% said they regularly review their funds
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Lindsell Train, Invesco and Schroders managers join 2024 FE Alpha Manager list
18 fund managers join the FE Alpha Manager Hall of Fame for the first time
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Fairer Finance launches Consumer Duty tool
Tool uses ‘complete and continuously maintained datasets’
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Hawksmoor IM promotes Ben Conway to CIO
The head of fund management joined the firm in 2010
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How family investment companies can solve IHT problems
Set out ground rules for a shared understanding of how wealth will be managed, writes Edd Hollier and Phil Pellegrini
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All-Party Parliamentary Group questions FCA over support for Woodford compensation scheme
MPs Siobhain McDonagh, Bob Blackman and Baroness Bowles voiced concerns over removal of consumer proections