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FOS Chief Ombudsman Ceeney steps down after 4 years
- Friday, 15 November 2013
- Articles
The Financial Ombudsman Service announced today that after almost four years with the ombudsman service Natalie Ceeney is stepping down as Chief Ombudsman.
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Planner clients more risk averse in 2013 says report
- Friday, 15 November 2013
- Articles
Reading-based Distribution Technolgoy (DT), a provider of Financial Planning and practice management technology, says its newly-launched Dynamic Planner Intelligence report shows that planners' clients have become more risk averse in the past six months.
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Charles Stanley acquires passive specialist Evercore Pan Asset
- Thursday, 14 November 2013
- Articles
Charles Stanley has acquired investment and wealth manager Evercore Pan Asset for an undisclosed initial cash sum and is likely to make significant cost savings by merging the companies.
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ABI's Thoresen: "radical reform" of retirement market is needed
- Thursday, 14 November 2013
- Articles
The Association of British Insurers has today launched what it says is its first comprehensive review of the UK's retirement needs.
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FPSB reaffirms vision as global CFP numbers reach 150,000
- Wednesday, 13 November 2013
- Articles
The Financial Planning Standards Board (FPSB), the global non-profit standards-setting body for the profession, has released a statement followng its conference held in Sydney recently reaffirming members' commitment to its vision of Financial Planning as a distinct global profession.
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IFP appoints Rees-Adams as first director of professional standards
- Wednesday, 13 November 2013
- Articles
The Institute of Financial Planning has announced that Sam Rees-Adams will be joining the IFP team from this week in a newly created, full-time post of professional standards director.
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Standard Life to review fund supermarket platforms
- Wednesday, 13 November 2013
- Articles
Standard Life has announced a review of its FundZone and Sigma fund supermarkets. It says this is in response to adviser demand for easier access to wrap capabilities.
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CPI inflation drops to 2.2% in year to October
- Tuesday, 12 November 2013
- Articles
The Office for National Statistics has reported that the Consumer Prices Index (CPI) rose by 2.2% in the year to October 2013, sharply down from 2.7% in September.
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Consumers value independent financial advice says survey
- Tuesday, 12 November 2013
- Articles
New research from unbiased.co.uk's GetAdvised campaign reveals that independent financial advice remains a key part of the consumer search for financial help and guidance.
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World's fund managers see assets recover to previous peaks
- Monday, 11 November 2013
- Articles
Assets managed by the world's largest 500 fund managers rose by over 8% to US$68 trillion in 2012, making up any lost ground from the previous year when assets in the survey fell by 3%.
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