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Consumer Duty

We've been 'scared' of the word advice for too long - Octopus Money CEO

Consumer Duty

We've been 'scared' of the word advice for too long - Octopus Money CEO

Ruth Handcock on Consumer Duty and advice/guidance review impact

clock 15 August 2024 • 2 min read
The crucial role of vulnerable client strategy in Consumer Duty

Consumer Duty

The crucial role of vulnerable client strategy in Consumer Duty

'Different vulnerabilities tend to be interconnected'

clock 13 August 2024 • 5 min read
From pain to positives: Why advisers need to think differently about regulation

Regulation

From pain to positives: Why advisers need to think differently about regulation

Reframing the burden of adviser regulation

clock 01 August 2024 • 5 min read
'A transformative moment': Consumer Duty one year on

Consumer Duty

'A transformative moment': Consumer Duty one year on

Advisers reflect on the regulation as it reaches its first anniversary

clock 31 July 2024 • 7 min read
Advisers are struggling to service clients with lower assets

Your profession

Advisers are struggling to service clients with lower assets

IFAs say supporting smaller portfolios is increasingly challenging

clock 31 July 2024 • 3 min read
FCA launches review to simplify financial services rulebook after Consumer Duty

Your profession

FCA launches review to simplify financial services rulebook after Consumer Duty

As part of its secondary competitiveness and growth objective

clock 30 July 2024 • 2 min read
Will sticking with the same CIP approach work under Consumer Duty?

Consumer Duty

Will sticking with the same CIP approach work under Consumer Duty?

'Consumer Duty has made the regulatory landscape even tougher'

clock 26 July 2024 • 3 min read
Software business data reveals scale of Consumer Duty efforts

Consumer Duty

Software business data reveals scale of Consumer Duty efforts

Dynamic Planner finds reports up 100%

clock 22 July 2024 • 1 min read
Editor's view: A cause for celebration

Adviser tips

Editor's view: A cause for celebration

The editor's Friday Night Takeaway from 19 July

clock 19 July 2024 • 2 min read
Advisers have changed servicing approach since Consumer Duty

Consumer Duty

Advisers have changed servicing approach since Consumer Duty

Including changes in approach when dealing with vulnerable clients

clock 15 July 2024 • 2 min read
234
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04 February 2025 • 4 min read
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What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
05

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
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