Visit the Fidelity Adviser Solutions sponsor area

1st September 2022

Fidelity Adviser Solutions: A guide to the new Consumer Duty

The FCA has now published the final rules relating to the Consumer Duty. They mean advice firms will have to implement major changes to how they operate and deal with clients on an ongoing basis. The implementation deadlines are extremely challenging given the ramifications of this regulatory directive. Fidelity Adviser Solutions have created a summary of the rules.

Download your guide 

Partner Guides & Whitepapers, Business Development, Regulation

Registration

Free Registration and CPD

Read More

Related Articles_

Paul Harper Search: Shaping Your Brand – A Guide to Effective Personal Branding

Gary Vaynerchuk, the highly regarded entrepreneur, author, speaker, and marketing guru once said: "Your personal brand is your reputation and your reputation in perpetuity is the foundation of your career." In this article, I will share some insights on how financial professionals can harness personal branding to gain more traction in the market. Whether you are looking to attract new clients, build industry authority, or secure your next big career move.

Read More

Baillie Gifford: When consensus fails: EM research in practice

A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research to test where we differ from consensus and to build real conviction. Capital at risk.

Read More

Fidelity Adviser Solutions: The simple 4-step guide to securing lifetime income

If you’re looking to understand how a guaranteed income solution works on Fidelity Adviser Solutions’ platform, this short video is a great place to start. It walks you through the essentials in four easy-to-follow sections: what guaranteed lifetime income is, the quote process, income options and blending solutions. 12-minute watch

Read More

You need to be logged in to comment on this article