Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
Consumer Duty
-
-
Aegon launches CPD hub for advisers
The hub provides videos presented by industry experts
-
‘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
-
Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
-
City Hive targets 50 signatories to ACT Standard by 2025
Standard of corporate culture launched two years ago and currently has 17 signatories
-
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’
-
Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
-
Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
-
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
-
LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
-
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
-
Nearly all advisers say they expect use of DFMs to increase
Consumer Duty playing a role in driving the trend