Confidence in the UK’s economic prospects has improved in the financial services profession over the last 12 months, a new Chartered Institute for Securities & Investment (CISI) survey has shown.
A Chartered Financial Planner has backed a cross-party report urging a radical shake-up of ISAs.
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A risk profile firm has shaken hands on a five year deal to provide its tools to more than 100 advisers.
Two major platforms reported significant losses today.
Advisers’ calls for an income option in AJ Bell’s Managed Portfolio Service has prompted the company to launch four new portfolios.
A new artificial intelligence programme named after the genius that cracked the Nazi’s enigma machine has been launched with the promise that it will ‘revolutionise the UK’s advice sector’.
A fraudster sent to jail after he used clients’ millions to fund a lavish lifestyle today pleaded guilty to perverting the course of justice.
Clients of two brothers who ran an advice firm have described, the shock, betrayal and “terrible emotional impact” on their lives after they lost pensions and life-savings.
The Ombudsman has ruled that an adviser must compensate a client who lost nearly £30k through an unsecured Sipp loan.