Consumer Duty Hub - Professional Adviser
Sep 23, 2024 · 1 2 3. Consumer duty in relation to financial advisers in the UK refers to a regulatory framework designed to enhance consumer protection and promote good outcomes for individuals seeking ...
The latest conferences and events for financial advisers and …
Jun 11, 2024 · Professional Adviser Awards 2025. 19-03-2025. London, United Kingdom. In 2025, we are proud to be celebrating our 20th anniversary iteration of our industry-leading event, the Professional Adviser ...
Ten things you didn't know you could do on FE Analytics
05 March 2014 • 5 min read. Introducing the first in a series of helpful hints and tips on the research tools most used by advisers and paraplanners, we reveal ten things you didn't know you ...
Schroders Personal Wealth five years on: Did it change the game?
Apr 12, 2024 · In 2019, one of the biggest brands in investment management, Schroders, announced it was teaming up with one of the biggest brands in banking, Lloyds, to bring financial planning the masses.
OMW platform finally rebrands to Quilter - Professional Adviser
14 June 2021 • 1 min read. Quilter’s adviser platform Old Mutual Wealth has rebranded to match its parent company after a long and expensive re-platforming project. The adviser platform now ...
ValidPath launches 'turnkey succession solution' for IFAs
23 May 2022 • 2 min read. Advice network ValidPath has launched what it calls a "complete solution" for IFAs to access liquidity and retire on their own terms. The firm said that, against the ...
Mattioli Woods updates on Pollen Street Capital acquisition timeline
19 August 2024 • 1 min read. Mattioli Woods has updated on the timeline of its £432m sale to private equity firm Pollen Street Capital’s Tiger Bidco, first announced on 8 March 2024. A court ...
FCA labelled 'shame of UK financial regulation' by ex-employee
Sep 16, 2022 · The social enterprise convened a meeting with parliamentarians, former FCA employees and other stakeholders yesterday (15 September) to discuss amendments that could be made to the FSM bill to ...
Client investment value the focus of new Defaqto adviser tool
Sep 25, 2023 · The new product and planning switching tool is integrated into Defaqto's financial planning system, Engage, and will facilitate comparisons of multiple platforms, general investment accounts, ISAs ...
The latest articles written by Isabel Baxter - Page 1
Oct 11, 2024 · Despite being ‘potentially lucrative’. 30 September 2024 • 4 min read. 1 2 3. Articles written by Isabel Baxter - Page 1.