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TISA to help firms reduce lost customers and unclaimed assets
- Monday, 24 June 2013
- Articles
The Tax-Incentivised Savings Association is to develop best practice guidelines to help firms deal with lost customers and unclaimed assets.
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One week left for IFP Accredited Firms award entries
- Monday, 24 June 2013
- Articles
There is one week left for Accredited Financial Planning Firms to submit their entries for the Institute of Financial Planning's 'Recognising Excellence' award.
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'Unconference' to be held for Paraplanners in September
- Friday, 21 June 2013
- Articles
Richard Allum CFPCM is holding a Paraplanner conference with a difference this summer called Paraplanner Powwow.
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New course on client connections piloted by the IFP
- Friday, 21 June 2013
- Articles
The Institute of Financial Planning is holding a pilot workshop for Financial Planners on creating better client connections.
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Derek Mills: Financial Planners should set daily standards
- Friday, 21 June 2013
- Articles
Institute of Financial Planning Annual conference keynote speaker Derek Mills believes the key to success is setting daily standards rather than goals.
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Talbot & Muir to launch low-cost Sipp as it expands range
- Thursday, 20 June 2013
- Articles
Talbot & Muir is to launch a low-cost Sipp next month as it expands its range of consumer products.
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Global HNWI population reaches record high of 12m people
- Thursday, 20 June 2013
- Articles
The number of high net worth individuals reached record highs of 12m in 2012 after seeing growth of 9.2 per cent.
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King warns return to high interest rates could damage financial stability
- Thursday, 20 June 2013
- Articles
Mervyn King has admitted that low interest rates are unsustainable but warned that a rapid rise could do significant damage.
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New website launched to help consumers seeking online advice
- Thursday, 20 June 2013
- Articles
A free consumer website has been launched by industry figure Kim North to help those looking for financial information and advice online.
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FCA issues largest-ever sole trader fine of almost £1m
- Wednesday, 19 June 2013
- Articles
The Financial Conduct Authority has banned and fined a sole trader almost £1m for deliberately misleading vulnerable customers for his own personal gain.
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