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IMA welcomes UK-US agreement on tax evasion
- Thursday, 20 September 2012
- Articles
The Investment Management Association has welcomed the UK-US agreement on FATCA and tax evasion but said it will be lobbying for final amendments.
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New RDR hub from AXA Wealth to help advisers with changes
- Thursday, 20 September 2012
- Articles
AXA Wealth, a sponsor of the Institute of Financial Planning, has launched an online RDR hub for Financial Planners.
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FSA fines Pi Financial for unsuitable advice on UCIS and structured products
- Thursday, 20 September 2012
- Articles
The Financial Services Authority has fined Pi Financial £58,300 for unsuitable sales of high-risk products.
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Towry completes £47.3m refinancing deal
- Thursday, 20 September 2012
- Articles
Wealth advisory firm Towry has completed a £47.3m refinancing package from Macquarie Bank and Royal Bank of Scotland.
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AIFA set to rebrand as Association of Professional Financial Advisers
- Friday, 21 September 2012
- Articles
The Association of Independent Financial Advisers (AIFA) has today announced its intention to change its name to the Association of Professional Financial Advisers (APFA).
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Number of EU HNW individuals fell by 3.9% between 2010 and 2012
- Friday, 21 September 2012
- Articles
HNW research company MDRC says the number of HNW individuals fell between 2010 and 2012. The drop came after many years of growth.
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Former Lloyds online security head sentenced to five years for fraud
- Friday, 21 September 2012
- Articles
Jessica Harper, former head of fraud and online security at Lloyds Banking Group, was sentenced today to five years for defrauding the company of £2.4m.
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Over half a million new people saving in a pension by Christmas says DWP
- Friday, 21 September 2012
- Articles
The Department for Work and Pensions (DWP) says more than 500,000 people are expected to saving in a workplace pension through auto-enrolment for the first time by Christmas.
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Younger generation ahead on monthly savings contributions
- Monday, 24 September 2012
- Articles
Young people are ahead of the older generation when it comes to saving, according to National Savings and Investments.
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FE Analytics gives advisers the ability to build their own portfolio reports
- Monday, 24 September 2012
- Articles
FE has upgraded its fund and portfolio-monitoring tool FE Analytics 3.4 to allow Financial Planners to build their own portfolio reports.
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