Two Chartered Financial Planners have reached the final of a competition for the best digital innovators in their area.
Read more ...Chartered Financial Planners chosen for best digital awards
- Wednesday, 25 January 2017
- Articles

Financial Planner wins award for robo-adviser app
- Wednesday, 25 January 2017
- Articles

A Financial Planner’s smartphone app linked to his robo-adviser has won an award.
Read more ...Why's it so hard to recruit the right Paraplanners?
- Wednesday, 25 January 2017
- Articles

Why is it so hard for firms to find and recruit Paraplanners with the right skills?
Read more ...MPs committee chief makes triple lock replacement pledge
- Wednesday, 25 January 2017
- Articles

The chairman of the Work and Pensions Committee has pledged to press on with attempts to devise a replacement of the triple lock after 2020.
Read more ...Numbers using pension freedoms hits 'all-time high'
- Wednesday, 25 January 2017
- Articles

The number of people taking advantage of the pension freedoms has “hit an all-time high”.
Read more ...Asset research rethink as new rules ‘deeply affect’ managers
- Wednesday, 25 January 2017
- Articles

Many asset managers are set to re-examine their sources of research as new regulations kick in, research suggests.
Read more ...FCA fears advice leading clients to unsuitable investments
- Tuesday, 24 January 2017
- Articles

The FCA fears that consumers have been getting advice which may lead to transfers into unsuitable investments, it said this morning.
Read more ...FCA: This is how you deal with insistent clients
- Tuesday, 24 January 2017
- Articles

The regulator has this morning stressed how advisers must handle insistent clients.
Read more ...Scammers using DFMs, FCA says, as 'threats' outlined
- Tuesday, 24 January 2017
- Articles

The FCA has warned that “increasingly sophisticated” scams are using DFMs.
Read more ...Percival's risk profile tools warning for Financial Planners
- Tuesday, 24 January 2017
- Articles

Financial Planners must have been warned that risk profiling is a critical area and they must be clear over the pros and cons of the tools they are using.
Read more ...