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Global research underlines value of CFP Certification
- Tuesday, 04 February 2014
- Articles
Financial services firms around the world report that Certified Financial PlannerCM professionals are more productive, generate higher revenue and profit and reduce corporate risk and client complaints, according to global research.
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Advisers to be placed on watch list over mis-sold investment schemes
- Tuesday, 04 February 2014
- Articles
Advisers who have been found to have mis-sold Unregulated Complex Investment Schemes will be named on a website based watch list.
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Charles Stanley scraps fees for transfers of £500,000 and over
- Tuesday, 04 February 2014
- Articles
Charles Stanley Direct has announced it is scrapping charges on transfer over £500,000 for six months.
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Leading pension speakers to discuss financial security
- Wednesday, 05 February 2014
- Articles
Two leading figures from the world of pensions will be among the guest speakers at a major industry event in London tomorrow.
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Hargreaves Lansdown drops investment trust charge increase
- Wednesday, 05 February 2014
- Articles
Hargreaves Lansdown, the Bristol-based platform and investment provider, has done a U-turn on its decision to raise charges for clients holding investment trusts.
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Social media charter 'necessary' for finance industry
- Wednesday, 05 February 2014
- Articles
A social media charter for the financial sector is necessary, a communications expert says, to help businesses use services such as Twitter to grow without getting into trouble with the regulators.
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10 'alpha females' make it onto top fund managers list
- Wednesday, 05 February 2014
- Articles
Ten top performing female fund managers have made it on to a male-dominated list of top or 'alpha' fund managers – a record since it began in 2009.
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78% of firms expect more people to seek Financial Planning in 2014
- Thursday, 06 February 2014
- Articles
New research by the global Financial Planning Standards Board reveals that 78 per cent of Financial Planning firms expect more people to seek Financial Planning advice in 2014 and nearly 90 per cent expect more clients in the next five years.
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Researchers reveal findings on post-RDR fund fee averages
- Thursday, 06 February 2014
- Articles
Researchers have released findings for advisers and fund promoters showing fund fee averages in the wake of RDR.
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Close Brothers announces new clean pricing structure
- Thursday, 06 February 2014
- Articles
Close Brothers Asset Management has announced a 'simple' new clean pricing structure for its direct platform – with a 0.25% annual fee on investments over £50,000.
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