Part 2: The FCA answers your questions
Loading player...
When should you challenge clients? What's next for ongoing advice? Nick Hulme answers all your burning questions.
Other recent episodes
FCA exclusive: Advisers, don't fear the FOS
The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.
Portfoliometrix: A look through the MPS provider's strategic asset allocation update.
Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation.
Is real estate still the smart choice for investment?
Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.
Why HENRYs need wealth management, and how to offer it
What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services.
What can wealth managers can do about modern slavery?
Dr Martin Buttle and Dame Sara Thornton discuss the key findings of CCLA's inaugural Global Modern Slavery Benchmark and how the industry can use it for better engagement.