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Tips on meeting the consumer duty when reviewing a platform

Tips on meeting the consumer duty when reviewing a platform
ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.

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Iain-petrie
Darren-winfield
Tony-catt
Eben-hammond
Financial-conduct-authority
Lang-cat

Peer-to-peer market grows as advisers seek further diversification

Darren Winfield says more property-based peer-to-peer providers have been entering the market as investors steer away from traditional markets even in the current high interest rate climate.

Financial-conduct-authority
Defaqto-engage
Fca
Defaqto
Eer-to-peer
Opinion
Darren-winfield

Advisers fanning the advice gap flame with slow tech adoption

Advisers have been urged to “plug the advice gap” through scalability, with Defaqto warning it “can only be achieved by adopting technology”.

Ben-heffer
Darren-winfield
Richard-hulbert
Smarter-financial-decisions
Consumer-duty
Darren-winfield
Richard-hulbert
Defaqto
Technology
Advice-gap

Technology is key to closing advice gap

Technology is key to closing advice gap
ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.

Ben-heffer
Darren-winfield

How cash management services could solve advisers' platform interest rates conundrums

How cash management services could solve advisers' platform interest rates conundrums
ifamagazine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ifamagazine.com Daily Mail and Mail on Sunday newspapers.

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Darren-winfield
Cash-management-services
Cash-management-service
Most-cash-management-services
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Wealth-insight-analyst
Management-services