Wealth manager on acquisition hunt buys London IFA
Mifid II
Top adviser platforms named
How to use cashflow modelling under the product rules
CPD
Approx.30min
The impact of MiFID II on small caps
Shortage of quality recruits hurts IFA firms
Investors pull £63bn from active funds following Mifid II
7IM eyes advice expansion
Regulation will change the ESG market, says Aviva
Advisers see jump in active clients despite regulation
Advisers told they need not worry about SMCR
Regulating ESG investments
Advisers warned to not segment clients by assets
FCA finds potential competition issues in Mifid II
FCA urges advisers to record client meetings
Mifid II unbundling rules saved investors at least £70m
Trade body warns lack of Mifid clarity harms clients
FCA boss 'amused' at calls to resign over Mifid II
Defaqto updates software to offer Mifid II cost analysis
Emerging advice gap needs to be inclusive not exclusive
Guide to segmenting clients
CPD
Approx.60min