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Global research underlines value of CFP Certification
- Tuesday, 04 February 2014
- Articles
Financial services firms around the world report that Certified Financial PlannerCM professionals are more productive, generate higher revenue and profit and reduce corporate risk and client complaints, according to global research.
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Late tax return fines total £7m despite record number on time
- Monday, 03 February 2014
- Articles
Fines totalling about £7m are set to be handed out for late tax returns – despite a record number of forms being filed on time.
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Warning over fraudsters claiming to work for Aberdeen
- Monday, 03 February 2014
- Articles
A fraudster claiming to work for Aberdeen Asset Management has been offering false lease agreements through email.
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FCA uses new powers over LIBOR fixing scandal
- Monday, 03 February 2014
- Articles
The Financial Conduct Authority has used new powers for the first time today in issuing two Warning Notice Statements, understood to be connected to the LIBOR fixing investigation.
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Tyrie wants "deep cultural change" over sales incentive schemes
- Monday, 03 February 2014
- Articles
The chairman of the Treasury Select Committee has called for "deep cultural change" over banking sales incentive schemes after serious failings at Lloyds.
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US Financial Planning expert to train advisers in London
- Friday, 31 January 2014
- Articles
A US Financial Planning expert who was a keynote speaker at the Institute of Financial Planning's annual conference last year will be training advisers in London next week.
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FCA fines fund manager £22.9m
- Friday, 31 January 2014
- Articles
The Financial Conduct Authority has fined fund manager State Street UK £22.9m.
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Staff are retiring later over fears pension pots are too small
- Friday, 31 January 2014
- Articles
A study looking at why people may be retiring later has suggested nearly three quarters of the workforce fear their pension pot is too small.
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FCA bans ex-adviser for faking qualification in landmark case
- Thursday, 30 January 2014
- Articles
An ex-adviser has been fined and banned by the Financial Conduct Authority for fabricating statements of professional standing –the first case of its kind.
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255% increase in advisers helps True Potential add £1bn in assets
- Thursday, 30 January 2014
- Articles
A wealth management firm increased its number of financial advisers by 255% last year in a move which helped it add £1bn worth of assets and make a £5.3m profit.
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