Nearly half of advisers think clients are being overcharged, a report suggests.
Read more ...Chartered title errors on directory treated 'very seriously'
- Thursday, 09 March 2017
- Articles
Adviser directory Unbiased has stressed that it is treating errors on its website ‘very seriously’ after some incorrect uses of Chartered Financial Planning titles were uncovered.
Read more ...CISI Fellow among duo hired by asset manager
- Thursday, 09 March 2017
- Articles
Thesis Asset Management has hired a new duo for its private client team including a Fellow of the Chartered Institute for Securities.
Read more ...Financial Planners warn over ‘significant’ dividend cut impact
- Thursday, 09 March 2017
- Articles
Financial Planners are warning company owners over the ‘significant impact’ that a surprise cut in the dividend allowance is likely to have.
Read more ...Chartered firm hires trainee Paraplanner on holistic path
- Thursday, 09 March 2017
- Articles
A Chartered Financial Planning firm has taken on a new trainee Paraplanner who bosses aim to elevate to Chartered status.
Read more ...Financial Planner title enshrined in law by Australia
- Thursday, 09 March 2017
- Articles
The term Financial Planner has been enshrined in law in Australia, cementing it a recognised profession.
Read more ...Chartered planners unhappy with Hammond over MPAA
- Thursday, 09 March 2017
- Articles
Financial Planners are unhappy that the Chancellor has ploughed ahead with the cut of the Money Purchase Annual Allowance.
Read more ...Live: Budget – Day 2 continued reaction and fall out
- Thursday, 09 March 2017
- Articles
The Chancellor Phillip Hammond pledged on Wednesday to build “a stronger, fairer, better Britain, outside the EU”, in his first Budget.
Read more ...Live: Budget Nov 17 News and Analysis
- Thursday, 09 March 2017
- Articles
Chancellor Phillip Hammond is making his first November Budget today as he moves the annual Budget to the end of the year. Follow our liveblog here as we cover the news and analysis from leading experts during the day and asking what it will mean for Financial Planners and their clients.
Read more ...Budget 2017: Hammond to punish tax cheat professionals
- Wednesday, 08 March 2017
- Articles
Chancellor Philip Hammond says he will introduce “a tough new financial penalty” from July on financial professionals who “enable” a tax avoidance scheme that is later challenged and defeated by HMRC.
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