Fund Due Diligence for Wealth Advisers: A Practical Framework
A practical framework for fund due diligence that meets Consumer Duty standards. What to assess, how to document it, and which red flags disqualify a fund.
Tag
Consumer Duty
24 articles tagged with "Consumer Duty"
Discretionary vs Advisory Management: What UK Advisers Need to Know
Discretionary vs advisory management explained: how each model works, what it costs, and which suits HNW clients under Consumer Duty.
The Advice Guidance Boundary Review: What Wealth Advisers Should Prepare For
Targeted support went live on 6 April 2026 and simplified advice is still in consultation. Where the FCA advice guidance boundary review has actually got to.
Model Portfolio Services vs Bespoke Portfolios: Which Approach Suits Your Practice?
MPS vs bespoke portfolios: a practical comparison to help UK wealth advisers choose the right investment approach for their practice.
How to Structure Client Review Meetings That Add Real Value
A practical framework for wealth advisers to run client review meetings that strengthen relationships, demonstrate value, and improve outcomes.
Consumer Duty One Year On: What Wealth Advisers Must Do Now
The FCA's Consumer Duty has been in force for over a year. Here is what wealth advisers need to focus on to stay compliant and competitive.