Advisers are being urged to tune into a live broadcast tomorrow (11 November) to analyse the aftermath of the US election, Brexit and future of investing.
Read more ...IFA software founder joins web-based client service firm
- Thursday, 10 November 2016
- Articles

The founder of an IFA back office system has joined the board of a fintech company, which works with financial advice firms.
Read more ...Schroders gains 2 Chartered Financial Planning firms
- Thursday, 10 November 2016
- Articles

Two Chartered Financial Planning businesses are set to come under Schroders' wing after it took a stake in the parent company.
Read more ...Chancellor urged to scrap 'complex, confusing' pensions taper
- Thursday, 10 November 2016
- Articles

New Chancellor Phillip Hammond is being urged the scrap the “incredibly complex and confusing” taper.
Read more ...Security vital to success of pensions dashboard as key step looms
- Thursday, 10 November 2016
- Articles

The development of the Pensions Dashboard has been one of the big pension related stories of 2016 – with the Treasury signing up eleven of the largest pension providers to build the first prototype of its kind in the UK.
Read more ...Four in ten IFAs eye robo-services for smaller clients
- Thursday, 10 November 2016
- Articles

More than four in ten IFAs (43%) are considering using robo-advisory services to provide a cost effective solution for smaller clients.
Read more ...Over 400 Financial Planning delegates head to Wales today
- Wednesday, 09 November 2016
- Articles

More than 400 Financial Planning delegates are set to descend on Wales today (10 November).
Read more ...Trade body wants FCA action on retiring advisers
- Wednesday, 09 November 2016
- Articles

A trade body has called for the FCA to address the position of retiring advisers.
Read more ...Time running out for planners to book DFM due diligence spot
- Wednesday, 09 November 2016
- Articles

Time is running out for Financial Planners to grab a place at a DFM due diligence seminar featuring Rory Percival, the ex-FCA technical specialist.
Read more ...Financial Planners: What we think about Trump triumph
- Wednesday, 09 November 2016
- Articles

Donald Trump’s triumph in the US Presidential race could be good for American markets and growth but there are uncertain times ahead, Financial Planners say.
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