Copia launches risk-rated decumulation portfolios
- Tuesday, 09 May 2023
- Articles
Copia Capital Management has launched five risk-rated portfolios to address decumulation risks and help advisers meet the new Consumer Duty rule to, “avoid causing foreseeable harm.”
Read more...3 in 4 advisers behind on Consumer Duty prep
- Friday, 17 March 2023
- Articles
Three-quarters of financial advisers are behind with their preparations for the FCA’s new Consumer Duty which begins in July, according to a poll.
Read more...DFM launches free Consumer Duty kit for advisers
- Friday, 10 February 2023
- Articles
Discretionary fund manager Copia Capital Management has launched a free online Consumer Duty Toolkit for adviser firms.
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