‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Consumer Duty
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
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City Hive targets 50 signatories to ACT Standard by 2025
Standard of corporate culture launched two years ago and currently has 17 signatories
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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
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Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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BNY Mellon’s Parkin: The changing nature of retirement advice
Richard Parkin, head of retirement at BNY Mellon IM, outlines how client relationships have evolved
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LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
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Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say
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Nearly all advisers say they expect use of DFMs to increase
Consumer Duty playing a role in driving the trend
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Advisers ‘on dangerous ground’ with tick-box approach to Consumer Duty
Must move away from a product-specific focus
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Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well