Articles
CISI's Amyr Rocha Lima: Are clients overwhelmed?
Written by Kat MitchellLooking ahead to 2023, as Financial Planners we must be aware of the opportunities and challenges that lie ahead in the world of Financial Planning.
PFS's Matthew Connell: Consumer Duty requirements
Written by Kat Mitchell
The Consumer Duty is set to come into force for new and existing products in July. Many firms will already be putting their customers first and be compliant with Consumer Duty but the cost-of-living crisis has underlined the importance to all firms of placing clients at the heart of their business agenda.
Chancellor Jeremy Hunt has been urged to flesh out the growth plan he outlined in January when he announces his Budget in March.
Wealth manager Utmost International said it attracted £4.2bn gross flows and secured £1.3bn net flows for 2022 despite “a challenging macroeconomic and inflationary backdrop.”
The FCA has secured more than £100,000 to repay consumer victims of Mohammed Maricar, who set up a forex ‘trading academy’ that used WhatsApp to provide unauthorised investment advice.
More...
There was a time when retirement was a line in the sand. You retired from your job, received a carriage clock from your employer and headed off into your sunset years with a decent pension and plans to play a bit more golf or do some DIY.
Artemis has appointed Alex Stanic from JP Morgan Asset Management’s international equity group to a new position of head of global equities, as it revamps its global equities team.
Omnis Investments’ chief investment officer Robert Jeffree has been appointed chief executive of Openwork’s £10bn specialist asset management company.
Consumer confidence has rebounded to its highest level in a year despite the continuing cost-of-living woes, according to a long-running index.