4 articles tagged with "Fair value"
Most firms assess platform, DFM, fund and advice costs separately. Here is how to evidence fair value on the total cost of discretionary wealth management.
Consumer Duty for discretionary fund managers: manufacturer and distributor roles, fair value at total cost, target market drift and outcomes MI.
How UK wealth advisers should run ongoing oversight of their DFM under Consumer Duty: monitoring framework, board reporting, and red flags to act on.
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.