Synaptic Pathways team is delighted to exhibit new software at intelliflo connected
After several months (years!) of lockdowns and only virtual industry events, it feels great to be back...
The FCA’s current emphasis on risk and suitability was firmly established in the key guidance consultation paper FCA GC 11.01 (2011): Assessing suitability: Establishing the risk a custome...
By Eric Armstrong
Client Director, Synaptic Software Limited
Research’s role is unequivocally set out in the Financial Conduct Authority’s (FCA) Thematic Review document1 as defining the difference between good and bad advice.
It puts suita...
By Eric Armstrong
Client Director, Synaptic Software Limited
Regulatory initiatives, including the Retail Distribution Review (2012), have promoted a client-centred, holistic approach to financial advice, moving it further into goal-based financial planning...
By Eric Armstrong
Client Director, Synaptic Software Limited
There are several reasons why risk is one of the most difficult areas of financial advice to get right.
The purpose of this guide is to walk practitioners, whether financial services comp...
By Eric Armstrong
Client Director, Synaptic Software Limited
