FCA RECENT PAPER REVIEWED CONSOLIDATION IN FINANCIAL ADVICE
Charlie Palmer
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
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
Cashflow forecasting tools designed for financial services are dead
It’s a bull market. The world of equity release is top of the pops at the moment, and living in a boom. It may end
The biggest problem with these events is talking to the right person. Time and again I am referred on to another person once I have
Equity release firms are popping up like cows in the fields, stepping into the growing elderly market. There are more and more sourcing systems dedicated
This is the image we all dread. Many users of BAT have asked how come the AWS outage didn’t affect their accounts on 21st October
