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6 days ago · Your Profession. Consumer Duty. Events. About. Search. You are currently accessing Professional Adviser via your Enterprise account. If you already have an account please use the link below to ...
FCA to carry out consolidation review - professionaladviser.com
Oct 7, 2024 · The Financial Conduct Authority (FCA) has today (October 7) said it will carry out a multi-firm review into consolidation of financial advice firms. It wrote to CEOs and directors setting out its ...
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.
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Progress and pitfalls: Addressing Consumer Duty's first pillar
11 September 2023 • 3 min read. Stephen Mitchell explores Consumer Duty's first pillar, focused on products and services, and explains how advisers can overcome potential pitfalls when ...
PA Awards 2023: Full list of this year's winners revealed!
Apr 26, 2023 · The list of winners for 2023 is as follows: Administrator of the Year Sarah Wells (Kingswood Group) Adviser Firm of the Year Becketts Adviser Firm of the Year - London Holden & Partners Adviser ...
M&G reports £375m profit amid wealth overhaul and platform exit
Sep 4, 2024 · M&G has recorded an adjusted operating profit of £375m in its half-year results for 2024 published today (4 September) as it looks to merge its wealth and life operations and exit its digital ...
Women in Financial Advice Awards 2024: Shortlists revealed!
16 July 2024 • 8 min read. Here they are. Professional Adviser is proud to reveal all the shortlists for the 2024 Women in Financial Advice Awards... Congratulations to all the women and ...
'I'll sit in the trenches with you': Smaller IFA firms on client trust
Jenna Brown. 08 October 2024 • 6 min read. Smaller IFA firms offer “proper” financial planning to clients who benefit from trust and loyalty in a relationship which develops over time while ...
Consumer Duty Hub - Professional Adviser
Oct 1, 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 ...