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WMA expecting victory on European investment regulation campaign
- Wednesday, 09 April 2014
- Articles
The Wealth Management Association's believes its long European campaign to secure freedoms for individual investors is set to end in victory.
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400 advisers expected at IFP-backed investment conference
- Wednesday, 09 April 2014
- Articles
A line up of leading investment experts has been announced for an IFP-backed conference which 400 financial advisers are expected to attend.
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Financial Planner hails CFP certification exam reforms
- Wednesday, 09 April 2014
- Articles
An experienced Financial Planner who has become one of the first to gain CFPCM certification through FPSB UK new exam process says it was one of the most exhilarating things he has done.
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Complaints against financial services firms fall 15%
- Wednesday, 09 April 2014
- Articles
Nearly 2.5million complaints were opened against financial services firms between July and December 2013.
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One million member milestone for NEST
- Tuesday, 08 April 2014
- Articles
The National Employment Savings Trust said it has achieved an important milestone after reaching over one million members.
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IFP: Scathing fees report shows Financial Planning's importance
- Tuesday, 08 April 2014
- Articles
A scathing report about the failure of advisory firms to provide correct cost information to customers highlights the importance of a genuine Financial Planning service, the IFP says.
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New website developed for advisers launches
- Tuesday, 08 April 2014
- Articles
A new website for advisers aims to show exactly what medical information they need from customers to apply for multiple protection products.
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Standard Life claims it's first to meet FCA 2016 deadline
- Tuesday, 08 April 2014
- Articles
Standard Life claims to have become the first fully unbundled major adviser platform for both existing and new business to be ready to meet an FCA 2016 deadline early.
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Transact announces rise in advisers and increase in profits
- Monday, 07 April 2014
- Articles
The number of advisers using Transact grew last year, with the company announcing pre-tax profits today of £16.9m for the year to 30 September 2013.
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Firms face referral to FCA Crime Division after review
- Monday, 07 April 2014
- Articles
Two firms with "egregious failings" are likely to be referred to the FCA's Enforcement and Financial Crime Division after a review by the regulator.
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