News and views

In this fast-paced industry we want you to be kept up to date with what’s going on in your world.

Showing 73 results (Page 1 of 10)

01/04/2020

Our collective experience of COVID19 is dominating lives right now. And there’s a whole load of unknowns. Only time will tell whether we see significant changes to the way we work....

31/03/2020

PROD is a much talked about subject in financial services. But, in day-to-day reality, many firms are still grappling with it and what they need to do in practice. The first thing...

28/02/2020

After a brief respite, a new latticework of regulation has emerged to test advisers’ compliance systems. From PROD and MiFID II, to the latest adviser suitability review just...

28/02/2020

Anthea Christie looks at how in the next decade, £1 trillion of wealth will be inherited. This isn’t theoretical, it’s happening now. The question is, do we understand the nature...

07/02/2019

We’re always monitoring the implications and opportunities of global or domestic changes and Brexit is no exception.

07/12/2018

Chris Sutton looks at the critical role of communication and how platforms can help Advisers and DFMs meet the requirements of the MiFID II 10% drop rule.

02/11/2018

Phil Billingham considers the diverse challenges of advising multi-jurisdictional clients.

30/10/2018

Rachel Allen reflects on the varied and evolving role of the paraplanner as a central part of the advice process.

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