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The rate of upheld complaints about unsuitable advice or mis-sold products fell to 26 per cent in 2024, according to the ...
The Financial Conduct Authority has clarified which companies are expected to respond to its recent data request, after several advisers said they were worried they had not received it.
Advisers need to stop talking to clients about ESG and instead speak about their values, a conference heard. A panel on how to talk to clients about environmental, social and governance investing ...
The FCA has unveiled the long-awaited proposals for targeted support — its latest move to tackle the UK’s gargantuan advice ...
Montlake said due to the regularity with which they deal with the practice, brokers are starting to combat conditional selling “very well”.
Maven Renovar VCT has urged shareholders to vote against a proposal to replace the company’s board. It has confirmed a ...
The Supreme Court’s decision in Standish brings long-overdue guidance on a question that has tripped up countless divorce lawyers: when does wealth one spouse brings into a marriage really become ...
NextGen Planners will rebrand to Plannex to better reflect what the business does in the advice profession. The community for ...
Pension savers have “overwhelmingly backed” the FCA’s targeted support proposals but a lack of trust in the industry means ...
Although maths was never her strong suit, Foster Denovo’s Marnel Stafford became an adviser and now wants to see better ...
The financial services sector is built on trust, a fragile currency that can rise or fall with every client interaction.
A projected £7tn in wealth will change hands over the coming decades, with more than half of heirs being millennials and Gen ...
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