Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
Increased concern over retaining existing clients and technology
AI used to enhance internal processes rather than for client services
Complaints procedures ‘still leave a lot to be desired’
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
Teamed with tech platform Model Office
Service aims to improve client outcomes and help with Consumer Duty
Hopes that a Labour government will ‘drastically improve’ existing plans
Firm said proposed product will fail to meet Government objectives
FCA Consumer Duty compliance deadline 31 July
The hub provides videos presented by industry experts
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
The firm says MPS Comparator is the first tool of its kind