Industry news and views from Panacea and our partners.
Tony Catt
Why Platform Due Diligence Is Becoming a Strategic Priority in 2026
For many advice firms, platform selection was once largely an operational decision.
Targeted Support - a whole new level of advice
The FCA released a paper at the end of June - The Advice Guidance Boundary Review - which introduces the concept of "Targeted Support".
Complaints - a business opportunity
When adviser firms think of complaints, it is often difficult to think of anything other than negative consequences. Minds immediately stray towards the Financial Ombudsman Service and some painful administration work.