FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Older consumers are a diverse population, with different beliefs, behaviours and needs, all of which affect the way in which they interact with money and financial services, according to a new discussion paper from the Financial Conduct Authority. So, what do IFAs need to take into account to meet their needs? Click through the pictures…
The regulator has made adjustments to requirements for portfolio management services following industry feedback
RGL Management are preparing a second claim against the platform
Alex Wright of Fidelity Special Situations and Sarasin & Partners’ Harveer Mata go head to head on the case for UK equities
Gold is hitting one high after another, but investors are dropping the precious metal
Morningstar’s overview of the climate funds notes passives’ popularity and flows into fixed income and transition strategies
A week in the life of James Sullivan, head of Tyndall Partnerships, week commencing 15 April