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ADVICE DOCUMENTATION
Financial planning
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....
Financial planning
Six industry experts have shared their views on what a ‘fit-for-purpose’ statement of advice document could look like as the government commits to consultation on a new d...
Financial planning
In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice documentation is a problem area with exam performance. ...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...