The FCA has published the findings of its thematic review into advisory firms’ research and due diligence processes, including: how they create centralised investment propositions (CIPs) and review products, platforms and funds to select suitable solutions for clients. The FCA reviewed the processes and procedures of thirteen advisory firms, of a range of sizes. To […]

Many financial advisers are still swerving questions about fees one year after the implementation of the Retail Distribution Review (RDR) an investigation by Which? has found. Which? research found that more than half of the advisers questioned refrained from revealing how much they charge until customers meet with them in person. The vast majority investigated […]