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What an eventful few months since our last edition:

• President Trump causing havoc with the markets.
• The FCA having a presence in the US
• The death of the Pope
• British Steel on the road to nationalisation…

to name but a few. All this coupled with no real improvement in the main warring factions has us all working in a financial services arena which could “change on a sixpence” and regularly does.

The three articles in this addition are quite different, as our regular readers will know, we like to bring a bit of variation. The first article takes an analytical view of the Consumer Duty reviews and updates on the FCA’s consumer duty findings to provide a lens to your business. The second looks at what Best Execution really means and the 7 factors to consider and the last article, written by a subject matter expert in risk focuses on the impact the US is having and will have on data protection to help prepare you and your firms for what looks likely to happen at some future point.

We hope your business is fairing well in these challenging times.

Remember if there are any specific areas you would like Advice Matters to cover in future issues please get in touch.

All the very best,
The ZISHI Advice Matters Team

Download the past issues of the magazine

• Advice Matters Magazine | 2024 | Edition 03
• Advice Matters Magazine | 2024 | Edition 02
• Advice Matters Magazine | 2024 | Edition 01
• Advice Matters Magazine | 2023 | Edition 04
• Advice Matters Magazine | 2023 | Edition 03
• Advice Matters Magazine | 2023 | Edition 02
• Advice Matters Magazine | 2023 | Edition 01