Nucleus, the adviser-built wrap platform, has partnered with consultant and former FCA technical specialist Rory Percival to launch a white paper on the rules and regulations around suitability specifically aimed at financial advisers.
Read more ...Nucleus partners with Rory Percival to launch adviser guide
- Friday, 12 April 2019
- Articles

Most people underestimate FSCS pension protection, study finds
- Friday, 12 April 2019
- Articles

The Financial Services Compensation Scheme (FSCS) has published new research into consumer understanding of FSCS protection limits.
Read more ...CII launches new categories at awards
- Friday, 12 April 2019
- Articles

The Chartered Insurance Institute (CII) has announced an overhaul to its annual awards which celebrate talent at its local institutes and standards of excellence among its global membership.
Read more ...Advisory firm opens new Brighton office
- Friday, 12 April 2019
- Articles

Wealth and tax management and accountancy firm MHA Carpenter Box has opened a new Brighton office.
Read more ...IFA slams Brexit ‘fudging’ and calls for second referendum
- Thursday, 11 April 2019
- Articles

Independent financial advisory firm deVere has hit out at ‘more fudging’ in the UK’s Brexit delay.
Read more ...Tilney figures show recovery after 'challenging' assets slump
- Thursday, 11 April 2019
- Articles

New figures released today by Tilney have shown the firm has arrested a decline in assets, but inflows were still down.
Read more ...Financial Planning firm makes managed portfolio appointment
- Thursday, 11 April 2019
- Articles

Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients.
Read more ...FCA fines Standard Chartered Bank £102.2m
- Thursday, 11 April 2019
- Articles

The Financial Conduct Authority (FCA) has fined Standard Chartered £102,163,200 for anti-money laundering (AML) breaches in two higher risk areas of its business.
Read more ...Hargreaves Lansdown to receive transfer from JP Morgan
- Thursday, 11 April 2019
- Articles

JP Morgan Asset Management (JPAM) has appointed Hargreaves Lansdown to provide its OEIC managed fund investors with an option to transfer their holdings onto the HL Investment Service.
Read more ...CISI 2019 Awards: winners revealed
- Thursday, 11 April 2019
- Articles
