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Matthew Walne becomes 100th Financial Planner with ISO22222
- Tuesday, 07 May 2013
- Articles
Matthew Walne of Santorini Financial Planning has been recognised as the 100th UK Financial Planner to achieve ISO 22222 standard.
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Parmenion says regulation will nudge advisers towards CIPs
- Wednesday, 08 May 2013
- Articles
Parmenion believes pressures from the RDR and recent platform rulings will see more firms moving to centralised investment propositions.
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Suffolk Life helps advisers with due diligence CPD
- Wednesday, 08 May 2013
- Articles
Suffolk Life will be holding due diligence seminars on Sipps, accredited for CPD by the Institute of Financial Planning.
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Financial Planner Online's coverage of Morningstar Conference
- Wednesday, 08 May 2013
- Articles
There is one week until the annual Morningstar Investment Conference takes place on 14-15 May and Financial Planner Online will be covering it extensively.
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Queen's Speech outlines help for pensions and businesses
- Wednesday, 08 May 2013
- Articles
The Queen has set out the Government's plans for the next year with focus on pensions, small businesses and social care.
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Cofunds chief executive steps down following L&G acquisition
- Thursday, 09 May 2013
- Articles
Cofunds chief executive Martin Davis has stepped down from the role to be replaced by Chris Last from L&G.
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London tops table for multi-millionaires
- Thursday, 09 May 2013
- Articles
London has topped the tables as the city with the most multi-millionaires, according to research company WealthInsight.
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Exclusive: RDR should have been irrelevant for advisers - Bachrach
- Thursday, 09 May 2013
- Articles
US Financial Planning guru Bill Bachrach believes advisers should be embarrassed to say they are Level 4 qualified and must aim for higher qualifications.
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Interest rates unchanged as committee awaits new Governor
- Thursday, 09 May 2013
- Articles
The Bank of England has held interest rates at 0.5 per cent today and made no increase to the asset purchase programme.
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deVere Group targeted by cloned unauthorised firm
- Thursday, 09 May 2013
- Articles
Advisory group deVere Group has warned advisers that another firm has cloned its identity in an attempt to imply it is part of the Group.
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