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Tag: Compliance

  • An image of the front page of an article

    November 15, 2024
    This article was published in IFA Magazine's Managed Portfolio Services Research Annual Report 2024/25. You can find the full report…
  • Image of a document. The top of the image shows a hand holding a pen.

    November 1, 2024
    This article was published in IFA Magazine's Sustainable Investment Report. You can find the full report here.
  • A page of a magazine showing an elderly couple walking using pound coins as stepping stones

    June 13, 2024
    I was excited to be asked to join a Panel at PFS Purely Paraplanning in May 2024 alongside Mel Holman…