Jenny Hunter
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Mastering Suitability Reports Part 1: Expert tips on navigating the rules
In the ever-changing world of financial planning, suitability reports are essential for making sure that your clients get the advice that’s just…
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Most UK wealth will soon be managed by women, but the advice industry isn’t ready, according to Unbiased’s Karen Barrett
Karen Barrett is the CEO and founder of Unbiased and based on her wealth of knowledge and experience in the profession, she is…
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Five ways to conduct a good sludge audit and why Consumer Duty makes it vital
We’ve been helping firms assess whether their products, journeys, and communications ‘exploit’ consumer biases, emotions, and vulnerabilities, writes Tim Hogg, director at…
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Strong Inflows and Shifting Dynamics: July 2024 European Asset Flow Insights from Morningstar
In July, Europe-domiciled long-term funds experienced robust net inflows of EUR 44 billion, contributing to a total of EUR 186 billion in…
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Resilience and Risk: How UK Banks Are Bracing for the Next Financial Shock
In August 2024, the Bank of England released its second Resolvability Assessment Framework (RAF) report, examining how prepared the UK’s largest banks…
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AI in Action: Practical Solutions for Financial Services
Where technology is revolutionising industries at an unprecedented pace, the financial services sector is no exception. Jenny Hunter, Senior Financial Journalist at…
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IFA Magazine special focus: Day 5 insights of our week-long reflection on a year of Consumer Duty!
Welcome to the fifth day of our week-long editorial series celebrating the anniversary of Consumer Duty (CD). Yesterday we focused on the…
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IFA Magazine special focus: Day 4 insights of our week-long reflection on a year of Consumer Duty!
Welcome to the fourth day of our week-long editorial series celebrating the anniversary of the Consumer Duty (CD). Yesterday we focused on…
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IFA Magazine special focus: Day 3 insights of our week-long reflection on a year of Consumer Duty!
Welcome to the third day of our week-long editorial series celebrating the anniversary of the Consumer Duty (CD). Yesterday we focused on…
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IFA Magazine special focus: Day 2 insights of our week-long reflection on a year of Consumer Duty!
Welcome to the second day of our week-long editorial series celebrating the anniversary of the Consumer Duty (CD). Yesterday we focused on…
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