Consumer Duty: Product Governance and Consumer Understanding – May Forum Recap
Consumer Duty: Product Governance and Consumer Understanding – May Forum...
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Author: Samantha Smith
INVEST2023 – tools, tech & tactics for future-ready firms
INVEST 2023 takes place in New York on June 12-13 and is a key event in the fintech conference calendar for decision makers at advisor firms. The conference is designed to showcase new technology which can improve advisor...
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Getting the most out of technology for financial planning in 2023, 2025 and 2030- Ian McKenna’s CISI webinar
Click here to watch Ian McKenna’s CISI webinar focusing on getting the most out of...
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Improving the communications and support for adviser firms who are implementing and managing integration services – March Forum Recap
Improving the Communications and Support for Adviser Firms who are Implementing and Managing...
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Consumer Duty: Adviser Firms explain the key changes the new regulations will have on their adviser propositions, client engagement and business partner relationships: February Forum Recap
Consumer Duty: Adviser Firms explain the key changes that new regulations will have on their...
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