20 May 2025 Is the FCA’s AI testing service an opportunity for wealth managers? The WealthNet: Wealth Consultant Richard Shearwood shares his thoughts on the FCA's announcement on launching...
19 May 2025 FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction IFA Magazine: Dominic House Lead Consultant shares his views - FCA Financial Lives Survey sparks...
15 May 2025 Why wealth firms need to take complaints more seriously Portfolio Adviser May 2025: Lead Consultant Dom House shares his thoughts with Portfolio Adviser on...
15 May 2025 Duty of care Portfolio Adviser May 2025: While good progress is being made by firms towards meeting Consumer...
14 May 2025 Majority of young people don’t know financial education is on the curriculum This is Money: Giang Hughes shares her thoughts on financial education in the article 'Majority...
07 May 2025 SIMPLIFY CONSULTING APPOINTS COO AND HEAD OF WEALTH PRACTICE PRESS RELEASE: Simplify Consulting appoints COO Louise Greig and Head of Wealth Practice Nick Clarke...
06 May 2025 Financial Ombudsman Service received over 140,000 complaints in the second half of 2024 IFA Magazine: Dom House shares his views on data published by the Financial Ombudsman Service...
01 May 2025 How will advisers know their clients are vulnerable? FT Adviser: Jo Fulford writes writes for FT Adviser sharing her thoughts on what firms...
08 April 2025 Regulatory outlook: Consumer Duty due diligence is a thorny problem Portfolio Adviser: Wealth Consultant Jo Fulford shares her thoughts on Consumer Duty, Operational Resilience and...
