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Welsh firm defaults over pension advice

Bridgend-based advice firm Broadlands Partnership (FRN: 402268) has been declared as in default by the Financial Services Compensation Scheme (FSCS), opening the door for compensation.

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Advisers need to focus on ‘soft’ skills says report

Financial advisers need to focus on improving their interpersonal skills in order to build deeper long-term relationships with clients, according to a new report.

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ABI’s Braun awarded OBE for services to pensions

Yvonne Braun, director of policy for long-term savings, health and protection at the Association of British Insurers has been awarded an OBE in the King’s Birthday Honours list.

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Schroders opens Emerging Markets Value fund to UK investors

Schroders has opened its Schoder Emerging Markets Value fund to UK investors by adding an onshore vehicle.

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9 in 10 SIPP millionaires are male

Nine in ten SIPP millionaires investing with Hargreaves Lansdown are men, according to new research from the firm.

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Editor’s Comment: Planners ready to seize new opportunities

It's positive that many financial advisers are seeing the FCA’s advice/guidance boundary review as more of an opportunity than a threat.

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Tenet compliance arm reborn after MBO

Managers at Tenet Compliance Services (TCS) have bought the company after the parent business, Tenet Group, went into administration.

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CISI partners with US-based 13,000-member body

The CISI has struck a “strategic partnership” deal with the US-based 13,000-member professional body the Chartered Alternative Investment Analyst Association (CAIA).

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Financial Planner acquistions boost Chase de Vere

National IFA Chase de Vere has reported a £700,000 rise in pre-tax profits thanks in part to the acquisition of two Financial Planning firms in 2023.

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45% of advisers consider new advice/guidance propositions

Nearly half of financial advisers (45%) are considering launching new cut-down advice services using the proposed FCA advice / guidance boundary changes, according to a new survey.

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