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.
The chief executive of platform Nucleus says his firm is on track to end 2015 in a better than ever financial position.
Plans to create a new CISI Level 4 Financial Planning qualification will be rolled out through a pilot during the first quarter of 2016.
Investment managers have been asked for their views on how new EU legislation will be implemented in the UK.
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.
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.
A pensions firm director has questioned if advisers have the appetite to get involved in selling clients’ annuities – as new qualification requirements loom.
Threadneedle Asset Management has escaped a fine of over £7.5m but must still cough up £6m for failings identified by the FCA.
A new report from UBS and PwC has revealed that growth in the number of female billionaires has outpaced males.
Old Mutual Wealth has strengthened its adviser facing support through the appointment of a new pensions specialist from Scottish Widows.