An auto enrolment specialist has teamed up with the founder of Bestinvest at his new company after she left a Financial Planning firm. Read more ...
Auto enrolment specialist starts new role with Bestinvest founder
- Wednesday, 16 September 2015
- Articles

Twitter's popularity among advisers on the decline
- Wednesday, 16 September 2015
- Articles

Fewer financial advisers are using Twitter than they were last year, a survey has suggested. Read more ...
FCA expert: Cash flow planning to become mainstream
- Wednesday, 16 September 2015
- Articles

A leading FCA figure’s forecast that cash flow planning will soon become mainstream is “very encouraging”, the incoming IFP President says. Read more ...
FCA finds 30% of firms always refuse insistent clients
- Wednesday, 16 September 2015
- Articles

Nearly a third of firms have told the FCA they always refuse transfers from insistent clients. Read more ...
Aberdeen follows up Parmenion buy with investment firm takeover
- Tuesday, 15 September 2015
- Articles

Aberdeen has quickly followed up its acquisition of Parmenion by announcing it is to take 100% ownership of a specialist investment manager.
Read more ...'FCA firms must get ebay or food hygiene style star ratings'
- Tuesday, 15 September 2015
- Articles

Finance firms should all be given a simple star rating such as that used by ebay or the Food Standards Agency, a consumer watchdog says. Read more ...
Liverpool business gains IFP Accredited Firm status
- Tuesday, 15 September 2015
- Articles

A Liverpool-based Financial Planning business has become the latest to join the swelling ranks of IFP Accredited Firms. Read more ...
Double decker Pension Geeks bus rolls into cities
- Monday, 14 September 2015
- Articles

A double decker bus driven by Pension Geeks has begun a week long tour of the UK today espousing the benefits of saving for retirement. Read more ...
'No key difference between FCA and FOS but we're all humans'
- Monday, 14 September 2015
- Articles

The FCA and FOS are both run by human beings and therefore there will always be differences in dealing with something as subjective as suitability, a top regulatory official says. Read more ...
Seven up - Financial Planning group completes another takeover
- Monday, 14 September 2015
- Articles

A Financial Planning group has completed its seventh takeover of the year. Read more ...