A Financial Planner in Scotland and a trainee Financial Planner in West Yorkshire have become the first two to achieve the UK’s new highest level Financial Planning qualification.
Read more ...First 2 Financial Planners achieve CFP Level 7 qualification
- Thursday, 07 May 2020
- Articles

Hong Kong regulator contender for FCA CEO - reports
- Monday, 11 May 2020
- Articles

Experienced financial regulator Ashley Alder, head of Hong Kong’s Securities and Futures Commission, could be the next chief executive of the FCA, according to reports from Sky News.
Read more ...Nearly 50 pass new-look CISI Financial Planning exam
- Monday, 11 May 2020
- Articles

The CISI has reported that 80% of candidates passed the latest CISI Level 6 Advanced Financial Planning exam which leads to the UK’s highest Financial Planning certification.
Read more ...Talbot and Muir launches ‘bespoke’ webinars for advisers
- Monday, 11 May 2020
- Articles

SIPP and SSAS specialist Talbot and Muir has launched a series of bespoke CPD-accredited webinars that can be tailored for individual firms of advisers and will be delivered by the firm’s business development consultants.
Read more ...New enquiries up 24% at global financial adviser
- Monday, 11 May 2020
- Articles

Demand for financial advice rose 24% in April at global financial advisory group deVere.
Read more ...Financial Planner Progeny expands in Scotland
- Tuesday, 12 May 2020
- Articles

Expanding Financial Planner Progeny has recruited Scottish solicitor Stuart Easton to help expand north of the border.
Read more ...Tenet buys 4th advice firm in 6 months
- Tuesday, 12 May 2020
- Articles

Acquisitive financial adviser group Tenet has acquired its fourth advice firm in the past six months, allowing the principal to retire.
Read more ...FCA issues scam warning about ‘scam help’ website
- Tuesday, 12 May 2020
- Articles

The FCA has issued a scam warning about a firm called ‘My Scam Adviser’ which claims to help scammed investors recover their money.
Read more ...Planners move beyond cost comparison for platform selection
- Tuesday, 12 May 2020
- Articles

Financial Planners are no longer using cost as the main factor when selecting platforms, according to evidence in the latest Platform Report in the current Financial Planning Today magazine.
Read more ...EQ Investors launches passive ESG fund range
- Wednesday, 13 May 2020
- Articles

Boutique wealth manager EQ Investors has unveiled Future Leaders Portfolios, a range of socially responsible, passive funds claiming to offer lower costs than many ESG funds.
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