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A good regime? – September in review - Professional Planner

Quality of Advice Review lead Michelle Levy discussed in detail her ‘good advice’ proposals with Professional Planner and how the regime would prevent the return of conflicted advice models from major institutions.

Adviser survey: Inflation biggest threat to business, but few raising rates

A survey of advisers has found inflation is their top business challenge, however, the vast majority are not passing on the costs to clients.

SDR a struggle for 29% of advisers; just 1-in-3 firms giving ESG training

Almost one third (29%) of advisers admit their knowledge of the Sustainability Disclosure Requirements (SDR) is poor and yet only 34% of firms are offering ESG training, according to CoreData.

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