Consumer Duty: An essential regulation left unaddressed by many advisers.39% of financial advisers have not communicated Consumer Duty to their clients.Royal London’s report reveals a communication…
Advise Wise has joined forces with Comentis to enhance vulnerability support for advisers in later life sectors.The collaboration provides a new tool, integrated via API, allowing…
Advise Wise and Comentis have announced a partnership to provide enhanced support for advisers dealing with vulnerable clients.This collaboration introduces a vulnerability assessment tool integrated via…
Advise Wise joins forces with Comentis to better support advisers.Partnership focuses on aiding advisers with the vulnerable client segment.The integration employs Comentis’ vulnerability assessment tool.Features align…
Advise Wise and Comentis have established a partnership to better support advisers managing vulnerable clients.Through the partnership, Advise Wise members can utilise Comentis’ vulnerability assessment tool…
Afin Bank strengthens its Board by appointing David Kenmir as an independent non-executive director.Kenmir brings over 30 years of experience in financial services, enhancing the Board’s…
Advice firms dedicate more time to internal processes than client meetings.65% of advisors’ time is spent on business operations, 35% on client interactions.Governance, risk management, and…
The financial sector faces a roadblock with its cost disclosure reforms, prompting industry calls for clarity from the FCA.Investment trust boards are challenged to balance compliance…
The Financial Conduct Authority (FCA) has issued a significant warning to SIPP operators.There are ongoing worries about consumer protection and pension fund management within the SIPP…
The Financial Conduct Authority’s (FCA) recent invitation for feedback on rule reviews has raised concerns about timing.The response deadline is set for 31 October, with feedback…
