Wealth manager Q&A with Nji Lorimer: The human touch
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
Consumer Duty Regulation
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View from the top: Pimfa’s Liz Field on Consumer Duty and the ‘new emerging rule book’
Liz Field, chief executive of Pimfa, looks back at a trio of huge regulatory projects – and ahead to what the coming year has in store for the trade body and its membership
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Morningstar: There’s no finish line in sight for Consumer Duty
The race for Consumer Duty has only just begun, writes Morningstar’s Steve Owen
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St James’s Place rebukes criticism of fee restructures as ‘absolutely incorrect’
Mark Polson from Lang Cat and Holly Mackay of Boring Money comment on the transition