Double bubble equals trouble
A lot of our recent articles have provided our views on what we see as a significant shift in the […]
FCA
RSVP
Has Christmas has landed early for those nice people at the FCA? They’ve started issuing invitations! These invitations aren’t […]
Questions, questions…
As a result of firms needing to implement Consumer Duty this year (and many still don’t appear to have their […]
Just when you thought it was safe to go back in the water
This was the tagline written for the movie Jaws 2 and like the shark in the film, the FCA appears […]
Best interests. Whose?
You’d have thought that poor advice was becoming a rarity by now wouldn’t you? But no, it still seems to […]
Template Enhancements + New Morningstar & Transact-BlackRock Content Integrations
We have completed the latest upgrade to ATEB Suitability on 26th October 2023. This update comes at no additional cost […]
Suitability reports – silver bullet, or not?
If you ask most advice firms which part of the advice process consumes the most time, most will reply: “Suitability […]
FCA Final Notices – riveting reads
The title may well lead you to thinking that this guy isn’t too tightly wrapped and perhaps a couple of […]
Unravelling client objectives
Client objectives are the starting point for virtually all advice scenarios, but how often do the objectives recorded on file […]
Good news story!
Last week we reported that one of ATEB’s firms had received a monster information request from the FCA. This week […]