Ongoing fees and Consumer Duty fair value: How advice firms can get it right
Opinion piece by Brian McLaughlin on evidencing the service behind an ongoing fee, as the FCA runs six open Consumer Duty fair value investigations.
Read articleRecent coverage of Pillar Client Services and the future of advice delivery
Pillar Client Services helps IFA firms deliver annual client reviews at scale. Our founders and team contribute regularly to industry publications on the challenges and opportunities in modern advice delivery.
Opinion piece by Brian McLaughlin on evidencing the service behind an ongoing fee, as the FCA runs six open Consumer Duty fair value investigations.
Read articleBrian McLaughlin quoted on the ongoing servicing gap and outsourced review models
Read articleOpinion piece by Brian McLaughlin on evolving client review practices
Read articlePart 2 of three-part series exploring the financial and operational impact of annual client reviews. Also published in IFAM 147 print edition.
Read articleOpinion piece by Brian McLaughlin on resource optimisation in advisory firms
Read articleBrian McLaughlin quoted on regulatory changes and their impact on advice delivery
Read articlePart 1 of three-part series. Explores structural constraints in current review models.
Read articlePart 3 of three-part series. Real-world case study from the Paterson FP launch client engagement.
Read articleFor press requests or to discuss coverage of Pillar Client Services, contact brian@pillarcs.co.uk