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
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Dynamic Planner’s Chris Jones: Invest like an Olympian
Chief product director says managing risk makes all the difference when you’re aiming for gold in your investment strategy
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ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
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Just Transition: The role of investors when considering food choices
CIty Hive’s Bev Shah visited a high-tech strawberry farm with CCLA and Impactt, changing the way she views the agriculture sector
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One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients
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FCA launches rule review to spot Consumer Duty ‘overlaps’
Regulator calls on firms to identify regulation which could be removed or simplified
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Vulnerable clients: How can the unseen be seen by wealth managers?
Given all clients have the potential to be vulnerable, why are so many firms failing to acknowledge the existence of at-risk investors?
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Wealth manager Q&A with Matt Sharp: ‘AI is the next game changer’
Head of UK investment management at Canaccord Genuity Wealth Management on the effect of technology
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UK investment giants: British ISA proposals could fall foul of Consumer Duty
Hopes that a Labour government will ‘drastically improve’ existing plans
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Dynamic Planner’s Williams: The psychology behind investing and risk
Understanding how clients interpret past performance is a vital component of Consumer Duty
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics