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"Historically, the overall cost of Wealth Management services has been opaque. Regardless of the customer segment and the type of Wealth Management service provided..."

Great article from Bradley Northrop from Alpha FMC in our Autumn issue of Journal

"Firms are faced with a balancing act & intuitive compliance oversight is required to ensure monitoring is carried out intelligently and sensitively while observing GDPR."

Great article from MirrorWeb in our Autumn issue of Journal https://buff.ly/2CH1YPM

We are urging members to lobby MPs for better supervision of the industry & wider access to financial education in schools, and have written to advisers to support us in our first-ever parliamentary day in January 2020.

Read the full article on FT Adviser https://buff.ly/32wFqeU