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Tracking the essential evidence for your ongoing advice reviews
The changes in the FCA’s supervisory style, guided by the Consumer Duty, continue to impact the financial services sector as we settle into the new year. With its “show me, don’t tell me” approach, the regulator can ask for detailed information and data from firms

How one marketer used AI to step into Christmas
As the festive season gathers pace and the December days buzz by, businesses everywhere begin thinking about how to celebrate with their customers, partners, and employees. One tradition that never goes out of style is the corporate Christmas card. And as their design has evolved

Key priorities in FCA update: ongoing advice services and retirement income advice
Our colleagues at TCC Group have unveiled their expert insights on the recent portfolio strategy letter from the FCA, which was released on the 7th October 2024. This crucial communication outlines the future roadmap and expectations for financial advisers and investment intermediaries over the upcoming

How advice firms should navigate the AI journey
There are numerous new AI solutions available for financial advice firms, offering a range of choices. However, it’s often unclear which type of AI is being promoted and if it suits your needs. It’s important to know there are two main types of AI, and


Recordsure partners with Iress to deliver a unique AI solution for financial services businesses
Recordsure partners with Iress to deliver a unique AI solution and advance financial services businesses’ performance and outcomes We’re excited to announce our new collaboration with Iress, a technology company providing software to the financial services industry in the UK, Europe, Asia-Pacific, North America and