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FS band 'Consumer Duty' to headline Rock for Ukraine gig

Financial services band Consumer Duty will take to the stage as part of the Rock for Ukraine event next month. ....

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Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

Defaqto will add cashflow modelling to its ‘Defaqto Engage’ tool from next year in a bid to offer a “fully integrated” financial planning service. ....

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Clues to FCA expectations for consumer investments strategy

Just over 12 months ago, the Financial Conduct Authority set out its strategy for consumer investments, with the aim of seeing the investment market a safer place to invest with confidence. ....

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D&I: Why advisers 'must acknowledge their own privilege'

Discussing privilege in the context of diversity and inclusion (D&I) is a touchy subject but one which is essential when running a modern financial planning business, delegates heard. ....

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Industry 'well placed' to live up to FCA's Consumer Duty expectations

Financial services firms are “well placed” to live up to the “step up in standards” brought about by the Consumer Duty rules but forward implementation planning is essential. ....

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