PIMFA
Pimfa reveals winner of D&I awards
Which wealth management company picked up three gongs?
Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
Best Practice | 3 Jul 23
Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime
FCA cracks down on ‘wild west’ of crypto advertising
But concerns remain over the regulator classifying the asset as a Restricted Mass Market Investment
Advisers want more support in accessing ESG investment data
Market ‘increasingly challenging for firms to navigate’