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Three ways to know if you have the right Consumer Duty mindset - Redington

Almost a year on from its introduction in July 2023, Consumer Duty has been a wakeup call for wealth and advice firms. To the end of March 2024, the FCA had

Barclays : 2024 Q1 Glossary - MarketScreener

Platforum: The precarious path forward for wealth managers

The FCA's Dear CEO letter comes as a shock to the sector: wealth managers struggle to recognise this characterisation of the way they run their businesses. They have long believed they provide a high-value service.

Keynote speaker and full line-up unveiled for MBE London – Mortgage Strategy

The complete line-up of speakers and panellists has been unveiled for the Mortgage Business Expo in London this 12 October. Taking place at the Business Design Centre (BDC) on Upper Street, the Bank of England's Rob Elder will open the event providing an outlook for the UK economy. Barclays UK Wealth Management chief

Almost half of advice firms MPS run by DFMs, Platforum finds

Almost half of adviser firms clients’ assets in managed portfolio services (MPS) are run by a discretionary fund manager (DFM).

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