The FCA is set to deliver its final report on the asset management industry tomorrow after finding price competition is ‘weak’ in parts of the sector.
Read more ...'Weak' fund manager competition: FCA set for final report
- Tuesday, 27 June 2017
- Articles

Origo MD Paul Pettitt to retire after 28 years
- Monday, 26 June 2017
- Articles

Paul Pettit, the managing director of adviser fintech firm Origo, is to retire in February after 28 years with the firm and the hunt is on for his replacement.
Read more ...7 in 10 asset firms fail to provide underlying costs
- Monday, 26 June 2017
- Articles

Nearly seven in ten asset manager firms failed to provide the underlying fund costs to a prospective new client in initial discussions, a mystery shopping style probe found.
Read more ...Commercial property wins 14 year asset class comparison
- Monday, 26 June 2017
- Articles

Commercial property has come out on top in a 14 year asset class comparison.
Read more ...Advisers fear large product providers going direct
- Monday, 26 June 2017
- Articles

Financial adviser delegates have identified the biggest threats to their businesses as being large product providers going direct to clients and robo advice.
Read more ...FCA examines clients' grasp of cashflow model outcomes
- Monday, 26 June 2017
- Articles

The FCA is investigating whether consumers can understand the outcomes of stochastic cashflow modelling as part of its shake up of DB transfer advice.
Read more ...SJP hires ex-Towry Chartered planner
- Friday, 23 June 2017
- Articles

St. James’s Place has hired a former Towry and Prudential Chartered Financial Planner as head of business for its academy in Manchester.
Read more ...Adviser firm wound up after two FOS complaints upheld
- Friday, 23 June 2017
- Articles

Bedford-based financial adviser firm Total Wealth Solutions is being voluntarily wound up after the firm had a complaint upheld against it by the Financial Ombudsman Service over pension transfer advice to move a client's money to a fund linked to a Brazilian rainforest scheme.
Read more ...Tilney job spree goes on: Chartered Financial Planner joins
- Friday, 23 June 2017
- Articles

Financial Planning business Tilney has added another Chartered Financial Planner to its ranks as its hiring spree continues.
Read more ...Planner’s retirement rescue for seriously ill client
- Thursday, 22 June 2017
- Articles

A Financial Planner has told FP Today magazine how he helped a client achieve his retirement goal after he had suffered serious illness.
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