It's not only FCA-regulated financial planners who need to change ways of working: a guide for CMA-regulated financial planners. As financial planners operating under the oversight of the Competition and Markets Authority (CMA), it is crucial to stay informed about the regulatory requirements designed to protect vulnerable customers. Many financial planners might overlook these obligations, … Continue reading Understanding Your Duty: CMA Regulations on Safeguarding Vulnerable Clients in Financial Planning →