A happy retirement
Not, as you may think, an article about problems related to PP switching (watch this space though), but a brief […]
Switch
Trending now
And trending previously too! During the past year or so, and in tandem with ATEB becoming part of […]
Model behaviour
The advent of Consumer Duty has catalysed a lot of focus on fair value, or at least a lot of […]
Template Enhancements + New Content Management Updates
We have completed the latest upgrade to ATEB Suitability on 19th December 2023. This update comes at no additional cost […]
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 […]
Unravelling client objectives
Client objectives are the starting point for virtually all advice scenarios, but how often do the objectives recorded on file […]
Consumer Duty – the shape of things to come?
In its numerous publications prior to the implementation of Consumer Duty, the FCA promised that it would be more proactive […]
The replacement business blind spot?
We’ve been involved with a number of firms who are on the acquisition trail and as part of the due […]
What lies beneath?
One of the FCA’s recent publications, Regulation Round Up, contained several interesting articles. Of course, Consumer Duty occupied plenty of […]