The debate about introducing a new professional Paraplanning standard has recently intensified.
Read more ...Paraplanner Standard risks excluding for 'wrong reasons'
- Wednesday, 12 October 2016
- Articles

FCA fines bank £3.2m over anti-money laundering failings
- Wednesday, 12 October 2016
- Articles

The FCA has fined Sonali Bank’s UK arm £3,250,600 today and banned its former money laundering reporting officer.
Read more ...Standard Life unveils platform changes for advisers
- Wednesday, 12 October 2016
- Articles

Changes to Standard Life’s platform have been unveiled this morning aimed at making the adviser’s job “that bit more straightforward”.
Read more ...FCA specialist exits for adviser compliance firm
- Wednesday, 12 October 2016
- Articles

A Financial Conduct Authority conduct risk specialist has left the regulator for a consultancy firm which helps advisers with compliance.
Read more ...Axa Wealth chief and former Winterthur CEO to exit
- Wednesday, 12 October 2016
- Articles

Mike Kellard, the chief executive of Axa Wealth, will depart the firm, it was revealed this morning.
Read more ...Brown Shipley to acquire Manchester Financial Planner
- Wednesday, 12 October 2016
- Articles

A Financial Planning business is to be taken over by wealth firm Brown Shipley.
Read more ...Transact reveals cuts to charges for 2017
- Wednesday, 12 October 2016
- Articles

Transact has revealed this afternoon that it will lower its charges from 1 April.
Read more ...FPSB: Planners must clearly show value over robo-tools
- Thursday, 13 October 2016
- Articles

Certified Financial Planners will have to clearly show the value they provide above robo-advice tools as they become more common, the worldwide body for Financial Planning says.
Read more ...Sanlam entices Financial Planners to new partner scheme
- Thursday, 13 October 2016
- Articles

Sanlam is to begin offering to team up with Financial Planning firms by launching a partner scheme that could lead to buy outs in future.
Read more ...Planner exam entrants mistaken over cashflow requirements
- Thursday, 13 October 2016
- Articles

Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is obligatory in the assessment, the CISI’s head of Financial Planning says.
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