Tagged under
Financial Planners call for higher standards of CFP certification
- Thursday, 25 July 2013
- Articles
Almost half of Financial Planners globally think the standard for CFP certification should be higher.
Read more ...
IFP members invited to attend ICAEW wealth management event
- Thursday, 25 July 2013
- Articles
Institute of Financial Planning members are invited to this year's Institute of Chartered Accountants in England and Wales conference.
Read more ...
Tagged under
CII appoints new President for 2013/14
- Wednesday, 24 July 2013
- Articles
The Chartered Insurance Institute has elected Tom Woolgrove as its 117th President for 2013/14.
Read more ...
Tagged under
RBS fined £5.6m by FCA for transaction report failings
- Wednesday, 24 July 2013
- Articles
Royal Bank of Scotland has been fined £5.6m by the Financial Conduct Authority for incorrectly reporting transactions in the wholesale market.
Read more ...
Tagged under
Broadstone appoints private client partner
- Wednesday, 24 July 2013
- Articles
Mike Batchelor has been appointed as private client partner at Broadstone to help with the firm's top-end client proposition.
Read more ...
Tagged under
New IFP member site expected by end of the summer
- Wednesday, 24 July 2013
- Articles
The Institute of Financial Planning is rebranding its member website to match its consumer Wayfinder website.
Read more ...
Tagged under
7IM sees assets under management pass £5bn
- Wednesday, 24 July 2013
- Articles
Investment firm Seven Investment Management has seen assets under management pass the £5bn milestone.
Read more ...
Tagged under
Standard Life fears advice gap for baby boomers
- Tuesday, 23 July 2013
- Articles
Standard Life estimates there is a 20 per cent shortfall in quality financial advisers to service the 'baby boom' market.
Read more ...
Tagged under
New website to share expertise in Financial Planning
- Tuesday, 23 July 2013
- Articles
Abraham Okusanya CFPCM is launching a website called Adviser Hangout featuring interviews with key Financial Planning figures.
Read more ...
Tagged under
NS&I reduces chance of premium bond prize with rate cut
- Tuesday, 23 July 2013
- Articles
NS&I will reduce the rate on its premium bonds to 1.3 per cent from 1 August.
Read more ...
Tagged under