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Confusion reigns over new suitability standards

The majority of advisers are unaware that new rules have been introduced forcing them to evidence the suitability of investments by client segment, new research shows. Product governance rules, governed by the FCA’s Prod handbook, were introduced alongside Mifid II in January, are require advisers to make sure they understand the investments they are recommending […]

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Lehman Brothers: Assessing the fallout 10 years on

This month marks the 10-year anniversary of the start of the global financial crisis in 2008. While it began with the sub-prime mortgage market disasters of the previous year, the collapse of investment bank Lehman Brothers was what sparked the full global crash, according to most commentators. To commemorate the past decade and how it […]

Five minutes with…Roland Rawicz-Szczerbo

Ahead of speaking at Money Marketing Interactive in Harrogate on 13 September, Time4Advice director Roland Rawicz-Szczerbo shares his thoughts on ad valorem charging and why he is optimistic about the advice market On a scale of one to 10, how optimistic are you about the advice market for 2018? 10. Financial advisers provide an essential service to […]

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