Advisers need better products for decumulation
There is plenty of room for improvement, and also a need for a high level of innovation in the market, argues Robin Powell
Consumer Duty
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St James’s Place share price falls over 30% following full-year results
Citi and JP Morgan Cazenove react to dividend cuts and provisions
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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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FCA’s Sheldon Mills issues fresh Consumer Duty warning
Mills’ speech given at an event hosted by KPMG
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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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FCA asks advice firms to provide Consumer Duty update
20 of the largest firms contacted regarding ongoing fees
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Fairer Finance launches Consumer Duty tool
Tool uses ‘complete and continuously maintained datasets’
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Defaqto launches Consumer Duty profiles
Profiles designed to help advisers meet Consumer Duty requirements
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Empowering consumers for good outcomes
Recent proposals from the chancellor raise more questions than answers writes Morningstar Wealth’s Steve Owen
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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Boring Money and Broadridge launch Consumer Duty data solution
Brings together Broadridge’s value reporting and data with Boring Money’s demographic and perception data
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Defaqto launches Consumer Duty profiles for 20 MPS portfolios
Now available in Defaqto Engage and Centra software