The CISI’s head of Financial Planning believes the number of CFPTM professionals in the UK should grow by nearly 600 by 2022.
Read more ...Plans to boost Certified Financial Planner numbers outlined
- Wednesday, 08 February 2017
- Articles

RSMR hires Chartered Wealth Manager and Financial Planner
- Wednesday, 08 February 2017
- Articles

Chartered Wealth Manager Stuart Ryan is among a duo hired by investment research and fund ratings group RSMR.
Read more ...FCA weighs up rule changes for investing in illiquid assets
- Wednesday, 08 February 2017
- Articles

The FCA is weighing up possible rule changes for investing in illiquid assets through open-ended funds.
Read more ...New PFS scheme offers firms £1,000 to train teen advisers
- Wednesday, 08 February 2017
- Articles

Small advice firms will get £1,000 from the PFS to enrol employees aged under 19 into a new scheme to develop them into fully qualified advisers.
Read more ...Aegon and Cofunds users asked to help re-shape platforms
- Wednesday, 08 February 2017
- Articles

Every adviser that works with Aegon and Cofunds is being asked to join a panel to guide the way the platforms are combined.
Read more ...Virtual assistant built to cut need for financial advisers
- Wednesday, 08 February 2017
- Articles

A video virtual assistant has been designed to provide financial guidance and cut out the need to see a professional adviser.
Read more ...Julie Lord: Planners should consider this after Rory Percival warning
- Tuesday, 07 February 2017
- Articles

Julie Lord column
Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.
Read more ...Best tax adviser named among EIS award winners
- Tuesday, 07 February 2017
- Articles

The Enterprise Investment Scheme Association has revealed its winner for best tax adviser of the year, among a range of industry awards.
Read more ...Tilney hiring spree: CISI Fellow joins after Towry name drop
- Tuesday, 07 February 2017
- Articles

Tilney has continued its hiring drive following the takeover of Towry by appointing the first investment manager in its Bristol office.
Read more ...Chartered planner: NS&I rate cuts 'devastating for millions'
- Tuesday, 07 February 2017
- Articles

A Chartered Financial Planner has described NS&I interest rate cuts as “another devastating blow for millions of savers”.
Read more ...