Suitability

Advisers and paraplanners should avoid using suitability reports pre-filled with templated objectives, Financial Conduct Authority (FCA) technical specialist Rory Percival has said.

Advisers are being exposed to accusations of negligent advice by the regulator because comparing charges for the most common outsourced investment options - multi-manager (MM) and discretionary fund managers (DFMs) - is "impossible", according to a damning...

Advisers' investment processes: A video debate

The gold rush: Five steps to achieving the highest standard in paraplanning

So, what does a suitable portfolio recommendation look like?

The five steps to 'common sense' suitable advice

Risk-profiled funds: The perils of the peer group

The Paraplanners' Kim Bendall shares her seven basic principles for suitability report writing...