A Bath-based Financial Planning firm has demonstrated the 'highest standards' of Financial Planning practice, as laid down by the IFP, to achieve Accredited status.
Read more ...Epoch Wealth Management gains accredited firm status
- Wednesday, 16 December 2015
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Nucleus chief: We're set for our best ever results
- Wednesday, 16 December 2015
- Articles

The chief executive of platform Nucleus says his firm is on track to end 2015 in a better than ever financial position.
Read more ...Pilot for Level 4 Financial Planning exams set for 2016
- Wednesday, 16 December 2015
- Articles

Plans to create a new CISI Level 4 Financial Planning qualification will be rolled out through a pilot during the first quarter of 2016.
Read more ...FCA wants investment manager views on new EU rules
- Tuesday, 15 December 2015
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Investment managers have been asked for their views on how new EU legislation will be implemented in the UK.
Read more ...CII: New advice model is needed and we've got one to go
- Tuesday, 15 December 2015
- Articles

The CII has today put forward plans for a new advice model with revalidation at its core in a bid to overcome ‘bewilderment’ among consumers.
Read more ...Financial Planner focused on new tech as he hits 30 year mark
- Tuesday, 15 December 2015
- Articles

A well known Financial Planner who has reached a 30 year career milestone has his sights set firmly on the future and the opportunities offered by advancing technology.
Read more ...New qualifications loom for advisers over annuities reform
- Tuesday, 15 December 2015
- Articles

A pensions firm director has questioned if advisers have the appetite to get involved in selling clients’ annuities – as new qualification requirements loom.
Read more ...Threadneedle fined £6m but escapes higher penalty from FCA
- Tuesday, 15 December 2015
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Threadneedle Asset Management has escaped a fine of over £7.5m but must still cough up £6m for failings identified by the FCA.
Read more ...Growth in female billionaires outpaces males
- Tuesday, 15 December 2015
- Articles

A new report from UBS and PwC has revealed that growth in the number of female billionaires has outpaced males.
Read more ...Old Mutual Wealth hires pensions specialist from Scottish Widows
- Tuesday, 15 December 2015
- Articles

Old Mutual Wealth has strengthened its adviser facing support through the appointment of a new pensions specialist from Scottish Widows.
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