Julie Lord: Planners should consider this after Rory Percival warning
- Tuesday, 07 February 2017
- Articles
Julie Lord column
Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.
Read more...Sipps expert criticises 'very vague' FCA cap ad guidance
- Friday, 03 February 2017
- Articles
A Sipps expert has criticised guidance on complying with the new capital adequacy rules, describing some of it as “very vague”.
Read more...DFM details revealed as nearly 200 solutions profiled
- Tuesday, 31 January 2017
- Articles
More than 190 discretionary propositions from more than 80 DFM firms are detailed in the latest publication of a new directory.
Read more...Finametrica and risk profile rivals vie for Financial Planners
- Thursday, 26 January 2017
- Articles
Finametrica and risk profile rivals: Why planners should use our tool
Read more...