Sue Whitbread
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Ongoing financial advice and the art of remediation – Simplify Consulting’s Jayne Brown shares her assessment of the FCA’s review
The FCA’s review of ongoing advice practices highlighted areas for improvement. In this article, Jayne Brown, Lead Consultant at Simplify Consulting, explores…
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FCA Ongoing Advice Review: a wake-up call and a window of opportunity for firms says Dynamic Planner’s Chris Jones
The FCA’s long-awaited ongoing advice review findings are better than feared — but, says Chris Jones (pictured), Chief Product Officer, Dynamic Planner,…
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Leading the future of Paraplanning: we talk to Steven McBurnie about his vision as new CISI Chair
Steven McBurnie (pictured) has recently been appointed as Chair of the CISI Paraplanner Interest Group. Steven sat down with our very own…
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Legal insight | Non Court Dispute Resolution: Understanding the key differences between mediation and arbitration in divorce and family breakdown
With the court system under ever greater pressure and media interest in HNW litigation, the following insight written by Catherine Wood KC …
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Bridging the advice gap: Truly Independent’s Katie Brinsden highlights four “targeted support” talking points for advisers
In her latest blog for IFA Magazine, Katie Brinsden (pictured), Managing Director at the national, directly- authorised IFA, Truly Independent, why advisers must…
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Advisers are key to speeding up the life insurance journey says Rosemount FS’ Ahmed Bawa
Advisers are vital in shortening life insurance delays. In his latest blog for IFA Magazine, Ahmed Bawa (pictured), CEO of Rosemount Financial…
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Grandparents paying school fees? Legal expert warns of unintended consequences
In this analysis, Alice Edwards, Associate, at law firm Winckworth Sherwood, highlights some unintended and unwelcome consequences that might arise in cases…
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AIC highlights 50 Investment Trusts that would have made an ISA millionnaire
A total of 50 investment trusts would have made investors more than £1 million if they had invested the full annual ISA…
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Quilter platform sees huge shift to investment outsourcing
Outsourced investments have soared on the Quilter platform this decade, according to new data, as adviser appetite to run their own portfolios…
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FCA finds vast majority of ongoing suitability reviews delivered
The Financial Conduct Authority (FCA) has reported today that it has found that financial advisers are delivering suitability reviews in the vast…
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