Former FCA specialist Rory Percival and well known Financial Planner Jason Butler are among the headline names that have been revealed for a Financial Planning conference.
Read more ...Rory Percival, Jason Butler headline at ‘Utopia or Dystopia’
- Friday, 26 May 2017
- Articles

Chartered planner throws Paraplanners ‘into deep end’
- Friday, 26 May 2017
- Articles

An outsourced Paraplanning firm run by a PFS director could be taking on as many as 13 new recruits this year.
Read more ...Chartered firm snaps up two advisers and over 300 clients
- Thursday, 25 May 2017
- Articles

Chartered Financial Planning group Fairstone has snapped up two advisers from Ascot Lloyd.
Read more ...26% of revenue earned by advisers was commission
- Thursday, 25 May 2017
- Articles

Commission accounted for 26% of revenue earned by advisers in 2016, an FCA report found.
Read more ...FCA reveals how much revenue advisers earned
- Thursday, 25 May 2017
- Articles

The FCA has revealed financial advisers brought in total revenue of £3.7bn in 2016 from retail investment activities.
Read more ...Advisers warned they risk letting slip £1trillion chance
- Thursday, 25 May 2017
- Articles

Advisers are being warned they risk letting a £1trillion opportunity slip through their fingers.
Read more ...Planners get ‘life or death’ leader lesson from SAS man
- Wednesday, 24 May 2017
- Articles

Planners will learn about showing leadership in life or death situations from a former SAS commander.
Read more ...UCIS crackdown by FCA: £2.2m confiscated from convicts
- Wednesday, 24 May 2017
- Articles

The FCA has secured eight confiscation orders totalling almost £2.2 million related to an unauthorised collective investment scheme.
Read more ...Grad, 21, helps S.Africa trainees to advise UK clients by video
- Wednesday, 24 May 2017
- Articles

An advice firm has chosen 21 year-old student Matthew Fagan to head up a scheme to train advisers in South Africa who will then serve UK clients online via video link.
Read more ...80,000 transfers out of DB schemes in the last year
- Wednesday, 24 May 2017
- Articles

Around 80,000 transfers out of defined benefit pension schemes were made in the last year, a regulator has estimated.
Read more ...