The advice/guidance boundary review: More shades of grey?
Nina Cherry and Aneta Murdza explore the outcomes of the Advice Guidance Boundary Review...
Source: professionaladviser.com
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Will value for money make a difference for DC schemes?
Since the joint consultation response on Value for Money (VfM) was issued by the Department for Work and Pensions (DWP), The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) in July, it’s all been quiet as to what happens next.
Source: professionalpensions.com
Proof of value a key challenge for firms as industry shifts focus to consumer
Investment Week asked several experts what they foresee the focus on ‘value for consumers' will bring in 2024.
Source: investmentweek.co.uk
The Morning Briefing: HL client growth slows and helping women in menopause
Good morning and welcome to your Morning Briefing for Tuesday 19 September 2023. To get this in your inbox every morning click here. HL client growth slows Hargreaves Lansdown welcomed 67,000 new clients to its platform in the latest financial. Although still on an upward trajectory, the number was significantly down
Source: moneymarketing.co.uk
Advisers need to 'focus on relationships not transactions' to thrive
Advice firms need to “focus on relationships, not transactions”, according to Simplify Consulting.
Source: professionaladviser.com