1 in 3 financial services firms censured by regulators
- Friday, 26 July 2024
- Articles
![The FCA's new Consumer Duty has changed the way firms interact with their customers](/media/k2/items/cache/0d13ec58b525d4995fca9bc4b463fd17_Generic.jpg)
Over one in three financial services firms (36%) have been penalised at least once in the past 12 months for failing to meet regulatory requirements, according to a new report.
Read more...3 month delays in onboarding with wealth managers
- Wednesday, 17 July 2024
- Articles
![The wealthier the new client, the more protracted the onboarding process](/media/k2/items/cache/5a0b0094c3e8b58b78073028c39b0a66_Generic.jpg)
Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.
Read more...Savers fear waning state support for retirement
- Wednesday, 19 June 2024
- Articles
![Over half of Britons say that a political party’s commitment to maintaining the Triple Lock would influence their voting at the next general election](/media/k2/items/cache/c192b4ae8ead0f263be540fe44e9efcd_Generic.jpg)
Over half (55%) of savers over 25 believe that government support for retirement will decrease by the time they reach retirement age, according to a new report.
Read more...Advisers need to focus on ‘soft’ skills says report
- Monday, 17 June 2024
- Articles
![Ross Liston, CEO of M&G Wealth Advice](/media/k2/items/cache/c9885a8ab80f40c560f6c47a7450a7df_Generic.jpg)
Financial advisers need to focus on improving their interpersonal skills to build deeper long-term relationships with clients, according to a new report.
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