Consumer Duty Check In - Two Years On. Has it changed the game? (Ep 01 with Chris Jones)

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Connected - A podcast by Dynamic Planner

Dynamic Planner

5 episodes

4 days ago

Welcome to Connected. Together with the Dynamic Planner team, we bring you regular and lively discussions tackling whatever is on the agenda of the day. Each episode gets to the heart of some of the biggest challenges and questions facing all of us in the industry. Whether it's the march of AI, tumultuous markets and world events, or ever-changing technology and regulation. Join us and connect to issues that matter most to the UK's investment and financial planning industry.

Investing

Business

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All content for Connected - A podcast by Dynamic Planner is the property of Dynamic Planner and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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Consumer Duty Check In - Two Years On. Has it changed the game? (Ep 01 with Chris Jones)

Connected - A podcast by Dynamic Planner

20 minutes 31 seconds

3 months ago

Consumer Duty Check In - Two Years On. Has it changed the game? (Ep 01 with Chris Jones)

Consumer Duty has reshaped the advisory landscape, emphasizing client understanding of services and fees. Firms are reassessing their practices to ensure consistent service delivery. A cultural shift is occurring, moving from compliance to a proactive, client-focused approach. Technology is enhancing service delivery and documentation. Future regulatory changes are expected to further influence the financial services industry amid technological advancements.