Advice practice formerly traded as Tom Carroll Associates FP
To help firms meet Consumer Duty standards
The regulator says it is ‘ready to embrace artificial intelligence’
Including Abrdn, Aviva, Curtis Banks, Fidelity, Quilter, and Scottish Widows
'Above all, the overarching message remains clear - don't leave it too late'
Six months on from implementation advisers reveal concerns
Helps advice firms with governance, risk and compliance challenges
Consolidator has done this in light of Consumer Duty requirements
'There's always room for improvement'
Novel alternative advice routes are needed as soon as possible