The FCA has criticised some firms for failing to assess if Contract For Difference products are suitable for clients.
Read more ...FCA: Firms failing to assess if CFD products suitable for clients
- Tuesday, 02 February 2016
- Articles

ISAs over Lamborghinis as private pension 'death' forecast
- Tuesday, 02 February 2016
- Articles

The death of the private pension may have begun, a chief executive believes, as figures released this morning suggested wealthy investors have been ‘shunning’ them in favour of equity ISAs.
Read more ...Estate planning specialist hired to head up new adviser business
- Wednesday, 03 February 2016
- Articles

The former head of an IHT and estate planning specialist firm bought out by AFH Financial Group has been hired to run a new Midlands-based advisory business.
Read more ...Staff numbers and costs rise as Hargreaves develops new service
- Wednesday, 03 February 2016
- Articles

The number of staff employed by Hargreaves Lansdown increased to nearly 1,000 by the end of 2015, the company reported this morning, as it revealed a 'record' level of assets under management.
Read more ...Network believes its Paraplanner apprenticeship is the first
- Wednesday, 03 February 2016
- Articles

Financial adviser network Tenet has announced what it said it believes to be the first Paraplanner apprenticeship in the country to launch since a government-backed scheme was introduced.
Read more ...IHT mitigation: High numbers of advisers turning to EIS
- Wednesday, 03 February 2016
- Articles

Inheritance Tax mitigation appears to be becoming a critical reason why advisers are recommending EIS and its use set to boom this year, a report suggests.
Read more ...James Hay hires rival's 'unflappable' platform expert
- Thursday, 04 February 2016
- Articles

Complaints against FCA spike in latter part of 2015
- Thursday, 04 February 2016
- Articles

Complaints against the FCA spiked towards the end of 2015, bringing the total over 12 months to nearly 500.
Read more ...Income drawdown comes top of the table for client queries
- Thursday, 04 February 2016
- Articles

Investment advice regarding income drawdown tops the list of queries clients have been asking over the last year relating to the pension changes, advisers have said.
Read more ...Apple Watch app aims to make saving and investing easier
- Thursday, 04 February 2016
- Articles

A financial services firm is encouraging customers to manage their savings on the go by simply touching and swiping a device on their wrists.
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