due diligence

Rathbone Unit Trust Management chief executive Mike Webb has urged advisers to consider the sustainability of fund performance when doing their due diligence, as he warned there is "still too much herding" going on in the market.

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Advisers are not asking the right questions when doing due diligence on discretionary fund managers (DFM), one such firm has said, in response to criticism it is "impossible" to compare their costs and services.

Financial Conduct Authority (FCA) technical specialist Rory Percival has denied there are "significant" differences in what the regulator thinks is adequate due diligence undertaken by firms and how the ombudsman finds in dispute cases.

The Financial Conduct Authority's (FCA) thematic review into due diligence practices will focus on advisers' role in the process, not that of platforms, technical specialist Rory Percival has said.

Advisers are asking more and deeper questions when probing what Zurich's platform has to offer, the insurer's head of retail platform strategy Alistair Wilson (pictured) has said.

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