Senior Client Manager
Retirement planning must evolve. Stochastic cashflow modelling helps firms stay FCA-compliant while giving clients a clearer, risk-adjusted future.
Discover 2025 wealth management trends: AI, personalization, generational wealth shifts, and tech-savvy client solutions.
Discover OPAL's latest updates: flexible withdrawals, pension insights, portfolio comparisons & report archives for smarter financial planning!
The Financial Conduct Authority (FCA) continues to stress the importance of firms prioritizing consumer needs and delivering good outcomes.
Navigating retirement planning can feel overwhelming, especially with the myths and misconceptions that surround it.
Discover essential insights on managing closed products and board reports under Consumer Duty.