In light of FCA publishing its guidance for social media usage, it’s more important than ever to ensure you have adequate controls in place so not fall foul of the regulator. However, putting a policy together from scratch can be a daunting task so we’ve created a ‘starter for ten’ to help you get on top of this as quickly as possible.
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I have never considered myself to fit such definition but since passing 75 I am beginning to wonder if lip service is being paid by regulated firms or they have just made it more difficult for their customers?
Paul Harper Search is proud to present the 2026 BDM Salary Survey an essential resource for BDMs, Strategic Partnership Managers, Telephone Account Managers, and the businesses that employ them across the financial services intermediary distribution market.
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now
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