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Keyword: Suitability obligations

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FCA tackles U.K.’s large advice gap article image Advisor meeting clients at their home
Industry falling short on CFR compliance: CSA, CIRO article image Client listening to a lawyer or advisor explaining issues
Broker failed to supervise front-end fund sales: FINRA article image Court settlement
Firms falling short on KYC, suitability: BCSC article image Regulations
NASAA beefs up guidance on REITs article image Real estate
CIRO proposes new guidance for DIY investing article image man using mobile phone
IAP highlights CFRs, OBSI, geopolitical risks article image consultation discussion
ESMA rethinks retail investor protection article image investing with a smart phone
FCA finds failings at smaller firms article image UK flag
CIRO panel rejects allegations against ex-rep article image compliance