FCA lays down law over PI cover during coronavirus pandemic
It will consider ‘taking action’ where it sees evidence renewal process is being affected
IFA
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Is business-as-usual possible for advisers working from home?
The FCA has told the advice industry they should be offering services online or by phone
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Robo advisers could be biggest casualties of Vanguard advice push
‘What you haven’t seen in the last few days is traditional financial advisers freaking out’
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How advisers can service clients with disabilities
Hearing loops, Skype, Braille and text-to-speech can help deliver financial planning
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Has SJP’s ‘cruise and cufflinks’ culture reached the end of the line?
Leaks might have been seen to benefit IFAs but many feel it has tarnished whole industry
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Advisers caught out by Fundsnetwork filter should have done their homework
Morningstar removes socially conscious filter from web tools after SCM Direct highlights shortcomings
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Befuddled advisers face barrage of ESG questions from clients
69% have been asked by clients about responsible investing in the last six months
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Interactive Investor sheds advised assets in deal with Embark
Advised and partnership businesses had previously been touted as a selling point in the ATS deal
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Nick Britton: Could IFAs learn to love investment trusts?
Advisers are now purchasing around £1bn a year worth of closed-ended funds
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Advice qualifications falling short on client wellbeing
Advisers are trained to look at technical issues not understand what makes people happy
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Fifth of advisers don’t want younger clients
But majority would change their marketing approach to use more tech and social media
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Advisers caught between cost and compliance
As they look to technology to mitigate rising business risks
