A new diagnostic tool will soon allow Financial Planners to benchmark their firms’ activities against Consumer Duty requirements using AI.
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A new diagnostic tool will soon allow Financial Planners to benchmark their firms’ activities against Consumer Duty requirements using AI.
Read more ...Alnwick Garden’s iconic grand cascade has been renamed the Sage Wealth Management Grand Cascade in a sponsorship deal with the North East Financial Planning firm.
Read more ...The FCA has reminded regulated firms that it requires the first Consumer Duty board reports to be completed by 31 July and says it will ask "a broad sample" of firms to supply the reports for review.
Read more ...DB pension transfer activity increased ‘marginally’ in May - reversing a downward trend - with transfer values remaining stable, according to the latest XPS Pensions monthly transfer report.
Read more ...Financial advisers should prepare for an anticipated surge in new clients, according to a new report from Investec Wealth & Investment.
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Invesco has launched a retirement-income focused fund of funds within its Summit range.
Read more ...HSBC has targeted the UAE for the launch of its new global digital trading platform World Trader which is aimed at the mass affluent market.
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Two of the UK’s biggest investment trust providers, Alliance Trust and Witan, plan to merge to create a £5bn AUM business.
Read more ...More workers than ever fear they will never be able to afford to retire or will have to delay retirement because of the soaring cost of living, according to a new study.
Read more ...Adviser network Openwork has announced a new three year £150,000 partnership with the financial and enterprise education charity Young Enterprise which aims to help disadvantaged young people into work.
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