Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
NRI Adviser
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Financial planning conversations key to sustainability goals
Sebastian Elwell, founder of Switchfoot Wealth, on ‘an incredible opportunity’
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How to meet financial regulation in the letter and the spirit of the law
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies
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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
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Fairer Finance launches Consumer Duty tool
Tool uses ‘complete and continuously maintained datasets’
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FCA bans and fines former London Capital & Finance man over minibonds
Floris Jakobus Huisamen told to hand over £31,800
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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
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High Court sanctions Link’s £230m Woodford redress scheme
Transparency Task Force considering an appeal
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IHT take hits £5.7bn as government mulls changes in the Budget
Average bill on course to be £239,000 in the current tax year
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MPS analysis site for advisers launched by former Atomos distribution head
Lawrence Cook has launched Mabel Insights
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Passives to be ‘significantly underrepresented’ in SDR labels
Morningstar analysis shows high number are not within the scope of FCA labelling regime
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Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry