Financial Planners may still feel like they are “in the dark” about using social media in a way to avoid landing in regulatory hot water, a compliance firm says. Read more ...
Advisers "in the dark" still despite FCA social media guide
- Wednesday, 29 April 2015
- Articles

FSCS bill for advice firms jumps to £100m as Sipp claims blamed
- Tuesday, 28 April 2015
- Articles

Advisers will have to cough up £100m to the Financial Services Compensation Scheme – due to rising claims linked to Sipps. Read more ...
Advisers turning to discretionary management services
- Tuesday, 28 April 2015
- Articles

Researchers say that there has been a significant jump in the number of financial advisers using discretionary management services in the past year.
Read more ...'Long term care more important than inheritance for clients'
- Tuesday, 28 April 2015
- Articles

Consumers consider long term care as more important than providing an inheritance, a survey on wealth management found. Read more ...
New pensions and investments advice firm launches
- Monday, 27 April 2015
- Articles

A new independent pensions and investments advisory firm has launched today. Read more ...
LinkedIn is critical part of online reputation, Financial Planners told
- Monday, 27 April 2015
- Articles

LinkedIn is a critical part of a professional's online reputation and not simply a CV on a job site, Financial Planners have been told. Read more ...
Profits at Accredited IFP Firms 'twice as high per head'
- Friday, 24 April 2015
- Articles

Profitability per head for IFP Accredited Financial Planning Firms is roughly twice as high as that of a general advice firm, delegates heard this morning. Read more ...
AXA Wealth unveils Retirement LifePlanning tool for advisers
- Friday, 24 April 2015
- Articles

AXA Wealth has unveiled a Retirement Planning calculator for advisers - the first in a series of new tools to help advisers plan for their clients' retirement. Read more ...
FCA fines broker £159,000 for failures on telephone sales
- Friday, 24 April 2015
- Articles

The Financial Conduct Authority has fined Moorhouse Group Limited £159,300 for failures in relation to the oversight and control of its telephone sales. Read more ...
Transact to offer to direct VCT investment via platform
- Friday, 24 April 2015
- Articles

Transact is to open up direct investment into VCTs via its platform beginning with Octopus VCTs. Read more ...