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.
Three consulting firms have joined forces on a submission to the Quality of Advice Review, highlighting the need to follow the UK’s regulatory model of clearly labelling the difference between restricted advice and independent advice models.
Though client expectations are shifting with technological changes, financial advisers still have a vital role to play according to the head of a planning software company. Appearing on a new episod
Investment Trends will join forces with an independent global technology consultancy to deliver new research into financial services technology. Alongside Finura Group, Investment Trends share the b