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ideology

Tim Sargisson: Restrict risk, not revenue

For the majority of people requiring financial advice, Tim Sargisson suggests, there is only one thing wrong with the restricted model – the name. Last month, the Financial Conduct Authority (FCA) published the latest edition of its Data Bulletin. The regulator’s focus was on the retail intermediary sector, based on a newly published analysis of […]

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Tim Sargisson: Three crucial questions for the adviser community

Advisory thought leaders are starting to flesh out the ways human advisers create value for clients but, warns Tim Sargisson, the sector still has some hard thinking to do. The 10th annual Platforum Conference took place earlier this month, taking as its theme ‘The year of the customer – putting customers at the heart of […]

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FAMR and the woes of robo-advice

Robo-advice providers should be able to solve the challenge of mass-market appeal, says Tim Sargisson, but at present the sector is still too much of a solution looking for a problem. Advisers and the profession at large have warned that the lack of visible progress on the Financial Advice Market Review (FAMR) is fast turning […]

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