Thursday, 09 May 2019 11:55

James Hay and Saunderson House boost assets

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James Hay and Saunderson House both boosted assets in the first quarter on 2019, according to a trading update from parent company IFG.

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A recent experience with a prospective client really brought home to me how confusing adviser charges must be for Joe Public. With so many companies offering so many different services and with such varying charges, how are clients really able to compare charges and what they’re going to get for those charges?

The FCA has today published Decision Notices in respect of three firms and five individuals who it says acted “without integrity” over pension transfers which affected 2,000 customers and £76m in pension assets.

Thursday, 09 May 2019 09:54

Over 260 adviser firms join due diligence hub

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DD|hub has revealed more than 260 firms have signed up to it in the first three months of the due diligence service’s existence.

The Art of Finance, a new venture from Cathi Harrison, has partnered with Bespoke Training Solutions (BTS) to deliver the accredited training for candidates to complete their Diploma in Regulated Financial Planning.

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