The FCA's 2016 Assessing Suitability Review - a major review of the quality of financial advice in the UK - will be repeated in 2019 and Paraplanners and Financial Planners should begin preparing for it now, an FCA expert has told the CISI / IFP annual Paraplanner Conference today.
Read more ...FCA expert: firms should get ready for 2019 advice review
- Wednesday, 14 June 2017
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Paraplanners must prepare for rise in vulnerable clients
- Tuesday, 13 June 2017
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Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.
Read more ...Up, up and away: the 2017 CISI Paraplanner Conference
- Wednesday, 14 June 2017
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The 2017 CISI / IFP Paraplanning Conference has been hailed "a huge success" by conference co-chair Dan Atkinson.
Read more ...Standard Life’s discretionary hub tops £4bn
- Thursday, 15 June 2017
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Standard Life has reported that its discretionary Investment Hub has broken through the £4bn milestone as it celebrates its third anniversary.
Read more ...Mazars appoints ex-7IM exec to investment committee
- Thursday, 15 June 2017
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Accountancy and Financial Planning firm Mazars has appointed Ros Price to the investment committee of its Financial Planning business.
Read more ...Nucleus hires Money Marketing editor as content editor
- Thursday, 15 June 2017
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Wrap firm Nucleus has recruited the editor of IFA trade title Money Marketing, Natalie Holt, to be its new content editor.
Read more ...FCA says 31 more firms to join ‘regulatory sandbox’ initiative
- Thursday, 15 June 2017
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The Financial Conduct Authority has unveiled the list of 31 firms that were successful in their applications to begin testing in the second phase of the regulatory sandbox project designed to let firms test out innovative new financial ideas and products.
Read more ...70% of adviser acquisitions fail to provide value
- Thursday, 15 June 2017
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Advisers aiming to grow their firms through acquisition of other firms could be losing out on value by failing to take account of basic checks and balances, Roderic Rennison of Rennison Consulting has warned.
Read more ...Former barrister appointed new pensions minister
- Thursday, 15 June 2017
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Guy Opperman MP has been appointed as the new Parliamentary Under Secretary for Pensions and Financial Inclusion.
Read more ...Think tank says early base rate rise on the cards
- Thursday, 15 June 2017
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A financial think tank believes there is now a prospect of an early Bank of England base rate rise after the Bank’s Monetary Policy committee voted 5-3 today to keep the bank rate unchanged at 0.25 per cent.
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