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.
More than 130 Paraplanner delegates are in Hinckley, Leics, today for the annual CISI Paraplanner Conference 2017, which is getting under way this morning.
The 2017 CISI / IFP Paraplanning Conference has been hailed "a huge success" by conference co-chair Dan Atkinson.
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.
An ex-footballer turned Chartered Financial Planner has launched a new Financial Planning firm.
An international business that offers Financial Planning has announced a takeover of a Yorkshire adviser firm.
The Chartered Institute for Securities & Investment has announced a partnership with the Baltic Financial Advisers Association.
Nearly four out of ten resolved complaints against financial advisers about sales and advice were upheld by the FOS in 2016/17.
Financial Planning Today has this week launched a brand new jobs website - Financial Planning Jobs - for job vacancies aimed at an audience of over 8,500 Financial Planning professionals.
Financial Planning Today Jobs, our new website for Financial Planning and Paraplanning vacancies, is offering 20% off job postings during its launch period.