Advice Matters Magazine - 2024 | Edition 01 - ZISHI

In the inaugural edition of Advice Matters Magazine for 2024, uncover insightful articles reflecting contemporary events. Explore topics such as Equality and Inclusion regulation, global uncertainties, market impacts, and FCA operations. Stay informed and earn one hour of structured CPD.

IN THIS ISSUE:

  • Staying on Track: Embedding Diversity and Inclusion

  • Tech Check: Recession or rebound, that is the question?

  • Skills & Expertise: The Rulebook and the Consumer Duty

  • Links to FCA documents

  • Learning outcomes

  • The ApEx standards

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Welcome to the first edition of Advice Matters for 2024.

Our first article looks at Equality and Inclusion regulation, an area of regulation the vast majority of firms, in different degrees, will have to adhere to by 2025. Some will undoubtedly struggle as they have done with other areas of their culture. Read the article to get a good incite to the benefits of embracing this regulation.

We are still living in uncertain times, worn torn conflict is affecting major parts of the world, the upcoming election in the US and the UK will soon be upon us and the uncertainty of interest rates is impacting us all – our second article looks at what this means and the impact it is having on the markets.

And to round of this edition, we look at how the FCA is operating currently with the recent request for information to understand if firms are providing fair value for on-going service.

We hope you enjoy this edition and remember Advice Matters counts for one hour of structured CPD.

Download the past issues of the magazine

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