The Right DA Club will hold its inaugural annual conference for directly authorised firms on 1st October at Nuthurst Grange Hotel in Solihull, with a focus on holistic advice.
Pivotal has appointed former PRIMIS Mortgage Network and TMA Mortgage Club leader Jon Round as chair of Pivotal Financial Limited as it begins its directly authorised consolidation strategy.
The FCA’s latest Dear CEO letter has underscored just how central Consumer Duty now is to mortgage advice, emphasising “tailored advice, suitable products, and high standards.”
As part of the updates, enhanced Consumer Duty Dashboards will provide advisers with instant access to compliance and business performance data.
Rob Clifford of Stonebridge shares his response to the FCA's new 'Dear CEO' letter and explains why the AR model is increasingly appealing.
The panel comprises protection specialists Assured Futures, Essential Insurance, Pure Protect and The Insurance Surgery.
The new team will help TMA support their DA firms with compliance matters - adding to the company’s message that brokers are “never alone”.