Too many platforms are “chasing the mirage of profitability” without adequately managing their cost base, AJ Bell’s chief executive believes.
The chairman of the new IFP Professional Forum committee has called for members’ help with developing the Level 4 Financial Planning exam in 2016.
Financial Planners’ challenge to develop deep trust within their clients and to engage them in the right way is the subject of a new book.
A Paraplanner believes that employers might be reluctant to give their backing or the necessary time for Paraplanners to develop their own professional standards.
James Hay Partnership has boosted its sales department with the addition of new platform consultants as well as appointments to its strategic account manager and business development manager teams.
Small firms must not escape the burden of regulation while heavy costs are ‘heaped’ on big businesses, the managing partner of a financial services group says.
A body representing financial advisers has called for Pension Wise, the Money Advice Service and The Pension Advisory Service to be merged into one body.
Livingbridge has agreed terms and exchanged contracts to acquire Broadstone Corporate Benefits Ltd and Broadstone Risk & Healthcare Ltd from Oakley Capital, the company reported this morning.
An international pensions provider has called for the UK to create an industry-standard smartphone app to help people select what form of advice they require.
A pensions firm is offering free robo-advice on retirement for the most vulnerable people in society.