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Equip advisers with psychological and NLP tools to better understand client hesitations, build rapport, and guide them through informed, confident…
Anyone involved in the residential mortgage lending world will be acutely aware of the massive increase in mortgages being arranged…
With so much interesting news around, I run the risk of simply adding column inches commenting about what is going…
There is speculation that the current system, where the Financial Conduct Authority (FCA) regulated insured and self-invested personal pensions and…
Cyber threats continue to evolve at an alarming pace, posing significant risks to financial institutions and service providers across the…
The latest set of studies from the FCA about the effectiveness of embedding Consumer Duty (CD) in firms makes familiar…
Okay, this is now my third article – part one and part two are here – where I attempt to…
The financial advisory landscape in the UK has witnessed significant regulatory evolution in recent years. Consumer Duty, with its focus…