The Financial Conduct Authority has unveiled the list of 31 firms that were successful in their applications to begin testing in the second phase of the regulatory sandbox project designed to let firms test out innovative new financial ideas and products.
Read more ...FCA says 31 more firms to join ‘regulatory sandbox’ initiative
- Thursday, 15 June 2017
- Articles

Nucleus hires Money Marketing editor as content editor
- Thursday, 15 June 2017
- Articles

Wrap firm Nucleus has recruited the editor of IFA trade title Money Marketing, Natalie Holt, to be its new content editor.
Read more ...Mazars appoints ex-7IM exec to investment committee
- Thursday, 15 June 2017
- Articles

Accountancy and Financial Planning firm Mazars has appointed Ros Price to the investment committee of its Financial Planning business.
Read more ...Standard Life’s discretionary hub tops £4bn
- Thursday, 15 June 2017
- Articles

Standard Life has reported that its discretionary Investment Hub has broken through the £4bn milestone as it celebrates its third anniversary.
Read more ...FCA expert: firms should get ready for 2019 advice review
- Wednesday, 14 June 2017
- Articles

The FCA's 2016 Assessing Suitability Review - a major review of the quality of financial advice in the UK - will be repeated in 2019 and Paraplanners and Financial Planners should begin preparing for it now, an FCA expert has told the CISI / IFP annual Paraplanner Conference today.
Read more ...'Superhero' Paraplanner conference gets underway
- Wednesday, 14 June 2017
- Articles

More than 130 Paraplanner delegates are in Hinckley, Leics, today for the annual CISI Paraplanner Conference 2017, which is getting under way this morning.
Read more ...Up, up and away: the 2017 CISI Paraplanner Conference
- Wednesday, 14 June 2017
- Articles

The 2017 CISI / IFP Paraplanning Conference has been hailed "a huge success" by conference co-chair Dan Atkinson.
Read more ...Paraplanners must prepare for rise in vulnerable clients
- Tuesday, 13 June 2017
- Articles

Paraplanners should prepare for a rise in the number of vulnerable clients they work with, Just's Jan Holt has told today's annual CISI / IFP Paraplanning Conference in Leicestershire.
Read more ...Ex-footballer launches new Financial Planning firm
- Tuesday, 13 June 2017
- Articles

An ex-footballer turned Chartered Financial Planner has launched a new Financial Planning firm.
Read more ...International planning firm acquires Yorkshire adviser
- Tuesday, 13 June 2017
- Articles

An international business that offers Financial Planning has announced a takeover of a Yorkshire adviser firm.
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