The FCA says there is a ‘high level’ of ‘unacceptable’ practice with advice firms’ initial disclosure, including costs and services.
Read more ...Financial Planning bosses marry after surprise proposal
- Thursday, 18 May 2017
- Articles

Two bosses of a Chartered Financial Planning firm have tied the knot after a surprise marriage proposal.
Read more ...Chartered firm boss: I escaped sales and found Financial Planning
- Thursday, 18 May 2017
- Articles

Joss Harwood, co-director of Chartered Financial Planning firm Eldon Financial Planning, recently told Financial Planning Today she will retire at the end of this year after 40 years in financial services.
Read more ...HL chairman Mike Evans to step down
- Thursday, 18 May 2017
- Articles

Hargreaves Lansdown announced today that Mike Evans is to step down as board chairman when a successor has been identified.
Read more ...3,000 customers hit as investment manager fails
- Wednesday, 17 May 2017
- Articles

Strand Capital Limited, a London-based investment management firm, formally entered the FCA-monitored Special Administration Regime insolvency proceedings today, the FCA has stated.
Read more ...Richard Branson: Criminals using my name for fake investments
- Wednesday, 17 May 2017
- Articles

Sir Richard Branson has warned that “terrifyingly deceptive” criminals are using his name to dupe people into buying fake investments.
Read more ...Chartered planner: Corbyn plans 'threaten' legacy planning rules
- Wednesday, 17 May 2017
- Articles

Jeremy Corbyn’s tax proposals “threaten to rip up the rule book on legacy planning”, a Chartered Financial Planner claims.
Read more ...Adviser school fears apprentice scheme may be ‘destroyed'
- Wednesday, 17 May 2017
- Articles

Bosses at an adviser training academy fear planned apprentice schemes could be ‘destroyed’ after hitting a “large stumbling block”.
Read more ...CISI offers wealth managers ‘Financial Planning experience’
- Wednesday, 17 May 2017
- Articles

The CISI is trying to entice more wealth managers to attend the annual Financial Planning conference in September by widening the appeal of the content.
Read more ...APFA boss: WMA merger better for advisers in many ways
- Wednesday, 17 May 2017
- Articles

After plans were revealed last week for the WMA and APFA to merge into a new body, APFA director general Chris Hannant tells FP Today readers more about what it entails, the benefits for advisers, and what it means for members' fees. Read on for Mr Hannant's article below.
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