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Articles by Abi Reilly
Podcast: Rising Star in Financial Advice: Sebastian Field’s Award-Winning Journey
In this episode of the Money Marketing Awards podcast, Kimberley Dondo sits down with Sebastian Field, Associate Financial Planner at Attivo and winner of the Financial Adviser 2B category at the 2023 Money Marketing Awards. Sebastian shares actionable tips for those starting out, from building essential skills to forging valuable industry connections.
What next, as we approach an economic turning point?
Any financial professional will want to understand the economic context in which they’re operating. And advisers are often the experts when it comes to considering the financial challenges that your clients and our customers face. In recent months and years, Guardian has been having an ongoing conversation with you – through our research and December 2022 white paper – about the cost-of-living crisis, to understand your experience of what is happening and to share ideas for helping clients cope.
Aligning SFDR and SDR to combat greenwashing
As regulatory measures in the UK and EU tighten to combat greenwashing, the financial sector faces an increasingly complex set of obligations, led by both the Sustainable Disclosure Finance Regulation and the Sustainable Disclosure Requirements and Investment Labels.
Financial promotions gateway
2023-12-31 00:00:00.0 This year, consumer protection has been front of mind for firms, as they seek to embed the Consumer Duty into their processes. However, the Financial Conduct Authority (FCA) is also using other means to improve outcomes, including through its new financial promotions gateway. As of November 2023, firms must apply for permission to approve financial promotions for unauthorised persons through the new gateway.
Bovill: Where proposed new sustainability labels fall down
The Financial Conduct Authority last month closed the consultation on its sustainability disclosure requirements (SDR), with the final rules expected at the end of June. The SDR will introduce labels to help consumers understand sustainable investment products and ensure claims on sustainability are proportionate to the sustainability profile of the product. The FCA proposes that, from mid-2024, product providers will be able to use investment labels for their sustainable products.
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