The Conservatives are promising “tougher regulation of tax advisory firms” if they win power again.
The FCA says there is a ‘high level’ of ‘unacceptable’ practice with advice firms’ initial disclosure, including costs and services.
Two bosses of a Chartered Financial Planning firm have tied the knot after a surprise marriage proposal.
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.
Hargreaves Lansdown announced today that Mike Evans is to step down as board chairman when a successor has been identified.
Strand Capital Limited, a London-based investment management firm, formally entered the FCA-monitored Special Administration Regime insolvency proceedings today, the FCA has stated.
Sir Richard Branson has warned that “terrifyingly deceptive” criminals are using his name to dupe people into buying fake investments.
Jeremy Corbyn’s tax proposals “threaten to rip up the rule book on legacy planning”, a Chartered Financial Planner claims.
Bosses at an adviser training academy fear planned apprentice schemes could be ‘destroyed’ after hitting a “large stumbling block”.
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.