Page 6 - Model Office News Today

This week in history in Douglas County.

Here it is. The full list of all those who are in the running to take home a trophy at the Professional Adviser Awards 2023…

Regulatory technology (regtech) firm Model Office-MO (MO) has released consumer duty client data analytics dashboards. The tool benchmarks an advice firm’s client data quality and value against the four Consumer Duty outcomes.

Here they are. The first set of shortlists for the Professional Adviser Awards 2023…

Good morning and welcome to your Morning Briefing for Monday 30 January, 2023. To get this in your inbox every morning click here. Stay ahead There are many dimensions to the Financial Conduct Authority's Consumer Duty. Chris Davies, chief executive of Model Office, writes about the concept of 'foreseeable harm' in

Chris Davies looks at the Consumer Duty cross-cutting rule on foreseeable harm ahead of the next implementation deadline of 30 April...

When I started out as a fresh-faced young journalist covering the fascinating world of utilities, I fully expected my job to be 99% writing.

Advice firms are only spending 35% of their time on client meetings, research by regulation technology platform Model Office has revealed.

Consumer Duty and lack of budget and resources have come out on top of retail investment advice (RIA) firms’ list of concerns for the next 12 months, alongside the volume and implementation of regulatory change, according to a Model Office report.

Chris Davies urges advice firms to undertake a Consumer Duty sense check ahead of the looming 31 October deadline