More than four in ten IFAs (43%) are considering using robo-advisory services to provide a cost effective solution for smaller clients.
Read more ...Four in ten IFAs eye robo-services for smaller clients
- Thursday, 10 November 2016
- Articles

Over 400 Financial Planning delegates head to Wales today
- Wednesday, 09 November 2016
- Articles

More than 400 Financial Planning delegates are set to descend on Wales today (10 November).
Read more ...Trade body wants FCA action on retiring advisers
- Wednesday, 09 November 2016
- Articles

A trade body has called for the FCA to address the position of retiring advisers.
Read more ...Time running out for planners to book DFM due diligence spot
- Wednesday, 09 November 2016
- Articles

Time is running out for Financial Planners to grab a place at a DFM due diligence seminar featuring Rory Percival, the ex-FCA technical specialist.
Read more ...Financial Planners: What we think about Trump triumph
- Wednesday, 09 November 2016
- Articles

Donald Trump’s triumph in the US Presidential race could be good for American markets and growth but there are uncertain times ahead, Financial Planners say.
Read more ...'Wildcard' President Trump's win a stability 'body blow'
- Wednesday, 09 November 2016
- Articles

Donald Trump's shock win is another body blow for economic stability and there already “textbook knee-jerk reactions” in the markets, analysts said this morning.
Read more ...FOS rules against advice firm after client's poor service complaint
- Tuesday, 08 November 2016
- Articles

The FOS has ruled against an advice firm over complaints of “poor service” after it failed to review the finances of a new client.
Read more ...MAS chief to exit after four ‘roller-coaster’ years
- Tuesday, 08 November 2016
- Articles

Money Advice Service chief executive Caroline Rookes will exit next April after four ‘roller-coaster’ years.
Read more ...England World Cup winner's charity boosted by CISI members
- Tuesday, 08 November 2016
- Articles

A foundation set up by a Rugby World Cup winner and England’s most capped player has been given a major cash injection thanks to a professional body for Financial Planners and wealth managers.
Read more ...Campaigning planner: Outright cold call ban looks possible
- Tuesday, 08 November 2016
- Articles

A Chartered Financial Planner spearheading a quest to ban pensions cold calling is optimistic about the success of his campaign after signals in Parliament.
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