One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
Consumer Duty
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The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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Consumer Duty Alliance launches tool to help advisers meet FCA requirements
Teamed with tech platform Model Office
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Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
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UK investment giants: British Isa proposals could fall foul of Consumer Duty
Hopes that a Labour government will ‘drastically improve’ existing plans
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Aegon criticises UK Isa plans as consultation deadline nears
Firm said proposed product will fail to meet Government objectives
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
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Aegon launches CPD hub for advisers
The hub provides videos presented by industry experts
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‘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
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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’