Half a dozen leading Financial Planners have revealed their best practice on how best to find and retain clients in the latest Financial Planning Today magazine.
The removal of an amendment making pensions auto guidance compulsory under new legislation has been welcomed by a pension provider.
Actuarial consultancy AKG has warned advisers to remain vigilant to safeguard clients with investments in with profits funds.
The CISI is to move its annual Financial Planning Conference - one of the biggest events in the Financial Planning calendar - to Birmingham after nearly 10 years at the 5 Star Celtic Manor Resort in South Wales.
The CISI Annual Financial Planning Conference 2018 will take place this year at the Hilton Birmingham Metropole at the NEC on 1 and 2 October under the theme of 'Changing Lives.'
The FCA has today fined Interactive Brokers (UK) (IBUK) £1,049,412 for failing to identify suspicious transactions in its post-trade systems and controls from February 2014 to February 2015.
HM Revenue and Customs has put a stop to thousands of scam text messages from reaching phones, it says.
The Investment Association, the fund managers’ trade body, is calling for an early review of the Key Information document (KID) following the FCA’s statement yesterday about product performance scenarios.
Wealth management group St James's Place has reported record new business inflows and funds under management for the 12 months ended 31 December 2017.
The FCA has urged PRIPP providers to add additional explanation to product performance scenarios if those scenarios look overly optimistic.