Newquay-based IFA Roberts Clark IFS has added an automated advice fee quotation and client onboarding workflow management system.

Client insight firm Investor in Customers (IIC) has launched a new Consumer Duty assessment service.

Financial Planners have nothing to fear from the Financial Conduct Authority’s (FCA) new Consumer Duty rules, according to providers.

At 7am this morning the Financial Conduct Authority published its long-awaited policy statement and final guidance for its new Consumer Duty requirements.