Advisers caught between cost and compliance
As they look to technology to mitigate rising business risks
Author: Cristian Angeloni
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Advisers told to open their minds to LGBT+ clients
Some ‘white, middle-class, middle-aged males’ not comfortable advising same-sex couples
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Is private equity the next frontier for retail investors?
Yields look tempting but risk awareness is paramount
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Cost of advice can fluctuate by as much as 1,000%
Clients could end up paying up to £4,500 extra for the most expensive IFA
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Ex-Barclays Wealth boss dodges ban over misconduct
FCA issues a public notice regarding Andrew Tinney’s actions
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Stricken Sipp provider rescued by pension firm
All staff will be protected as they move to acquiring company
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Regulator says diversity push cannot be top down
FCA hopes to lead by example but other companies need to up their game
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FCA contingent charging ban splits industry
Pimfa says regulator is overlooking unintended consequences of a ban
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SJP rejects mis-selling and forgery allegations
A client reported the firm to the Ombudsman over doctored documents
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Facebook tool to address investment scams limited to the UK
Martin Lewis recently won an out of court settlement against the tech giant
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‘Patronising’ attitudes drive diverse clients away
It takes more than an open mind to serve LGBT+ customers
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Brewin and 7IM sign up for white label platform
Advised platform Viewpoint Portfolio priced at 0.3%