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Question: what is the most exciting thing to hit retail financial services since ETFs?

Question: what is the most exciting thing to hit retail financial services since ETFs?


My hopes are gone, my time is spent,
I little heed their loss.

This week marks the 33rd year since I finished my Allied Dunbar sales-associate course at their training centre just outside Swindon. I determined to stick

33 years since I finished my Allied Dunbar sales-associate course

This week marks the 33rd year since I finished my Allied Dunbar sales-associate course at their training centre just outside Swindon. Two weeks, and we

If you can’t demonstrate it, it never happened. That is the oldest saying in Compliance, and goes back to my days at Allied Dunbar. Time

The FCA published on the last day of October a review of the advice consolidation market. Their focus on monitoring, due diligence and procedures is

Why the FCA missed file checking in recent review of consolidation

Analytics, data and automation are setting new standards for retail financial services. IFAs and mortgage brokers have been slower than many other industries to grab