Editor's Comment: The challenge of defining a Financial Planner
- Friday, 15 June 2018
- Comment
Recently we’ve covered a spate of stories about financial advisers being arrested, sent to jail or just incurring the wrath of regulators or the police.
Read more...Chloe Moran: The true value of CPD
- Tuesday, 05 June 2018
- Comment
What is CPD? According to the Personal Finance Society: “Continuing Professional Development (CPD) is activity undertaken to ensure members' skills and knowledge are up-to-date.”
Read more...Typical IFA website fails to update blogs for six months
- Wednesday, 30 May 2018
- Articles
IFAs have typically failed to update their blogs on their websites for six months at a time, according to research by a new adviser-focused media company founded by Chartered Financial Planner Martin Bamford.
Read more...Keith Churchouse: "Is our world better 5 years after RDR?"
- Thursday, 10 May 2018
- Comment
It is easy to forget that it has been over five years since the implementation of the then FSA’s Retail Distribution Review, or RDR for short, and indeed since their replacement by the now FCA’s regime in April 2013. So, is our world better five years on? I think the answer is very much a ‘yes’.
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