How advisers can evidence ‘fair value’ under consumer duty
--:--
Holly Mackay and Ed Dymott explore the 27 drivers of ‘fair value’, and what clients are looking for from their advisers.
Other recent episodes
The Advice Show: Dominic Rose of MKC Wealth
On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
Scott Gallacher - NMA top 100
Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator.
SJP CEO Mark FitzPatrick interview in full
Citywire's exclusive chat with the new chief executive of St James's Place on everything from fees to culture.
Top 100 NMA: Kevin Wood of Watson Wood and Sillars
Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.
Cash ISAs, private market pensions and PE Leaderboard
The NMA team on the week's big stories, including a scoop on cash ISA reforms and the PE Leaderboard.