Wateridge

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

July 31, 2024

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Portfolio Adviser is a monthly news magazine and daily news web site aimed at wealth managers , investment IFAs and other professional fund pickers and asset allocators in the UK and Channel Islands. No news, articles or content may be reproduced in part or in full without express permission of Portfolio Adviser.

Wateridge

One year of Consumer Duty: Industry grapples with advice gap amid added requirements

Ready to rethink your portfolio? Putting cash to work with bond ETFs