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.
Read more ...CISI strikes deal with adviser trade body
- Tuesday, 13 June 2017
- Articles

The Chartered Institute for Securities & Investment has announced a partnership with the Baltic Financial Advisers Association.
Read more ...FOS upheld almost 4 in 10 complaints on sales and advice
- Tuesday, 13 June 2017
- Articles

Nearly four out of ten resolved complaints against financial advisers about sales and advice were upheld by the FOS in 2016/17.
Read more ...Financial Planning Today launches new jobs service
- Monday, 12 June 2017
- Articles

Financial Planning Today has this week launched a brand new jobs website - Financial Planning Jobs - for job vacancies aimed at an audience of over 8,500 Financial Planning professionals.
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