The London Institute of Banking & Finance has revamped its Level 4 Diploma for Financial Advisers (DipFA) and scrapped the requirement for a final exam.
Read more ...Transact owner reports record client numbers
- Tuesday, 16 January 2024
- Articles

Integrafin, the parent company of adviser platform Transact, has reported advised client numbers rose to a record 231,000 in the three months to the end of December.
Read more ...UK recession expected by two-thirds of Britons
- Tuesday, 16 January 2024
- Articles

Almost two-thirds of Britons expect the UK to enter a recession this year, with just a fifth confident that one will be avoided.
Read more ...Middle income earners hit as resilience falls
- Tuesday, 16 January 2024
- Articles

Retirement resilience has dipped and is expected to fall further during 2024 as house prices continue to fall and asset values fail to rise in line with inflation.
Read more ...Retirement age may need to rise by 8 years
- Wednesday, 17 January 2024
- Articles

The World Economic Foundation has projected that average retirement ages in OECD countries, including the UK, will need to increase by an estimated 8.4 years by 2050 to maintain the current balance between working-age and non-working-age populations.
Read more ...Former IA CEO to chair new FCA ESG adviser group
- Tuesday, 16 January 2024
- Articles

The FCA has named former Investment Association CEO Daniel Godfrey as the first chair of its new sustainable finance adviser group.
Read more ...Surprise uptick in CPI to 4%
- Wednesday, 17 January 2024
- Articles

The 12 month rate of CPI inflation increased by a surprise 0.1% in December to 4% despite experts predicting a fall to 3.8%.
Read more ...Brooks Macdonald cuts costs by £4m
- Wednesday, 17 January 2024
- Articles

Wealth manager Brooks Macdonald has completed major organisational changes, cutting full year costs by about £4m, according to a trading update today.
Read more ...UAE firm achieves Chartered status
- Wednesday, 17 January 2024
- Articles

United Arab Emirates-headquartered wealth adviser GSB Capital has become the first international firm to achieve CISI Chartered Firm status.
Read more ...Quilter recruits adviser propositions head from Sesame
- Wednesday, 17 January 2024
- Articles

Wealth manager and Financial Planner Quilter has appointed Craig Ross as head of adviser propositions.
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