FCA's Percival warns about 'shoehorning' clients into CIPs

Wednesday, 14 May 2014
Articles
FCA's Rory Percival
FCA technical specialist Rory Percival has warned that advisers and planners should be way of adopting a "one size fits all" approach when it comes to using Centralised Investment Propositions (CIPs).
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FCA and industry experts to address delegates

Tuesday, 13 May 2014
Articles
eValue's website
A technical specialist from the Financial Conduct Authority will be among leading speakers addressing advisers about the state of the industry at a conference tomorrow. Read more...

Paraplanning firm The Timebank adds eValue tools to its service

Wednesday, 04 September 2013
Articles
The Timebank website
Outsourced Paraplanning firm The Timebank has added Portfolio Analyser from eValue to its services. Read more...

eValue helps advisers demonstrate impact of death to clients

Wednesday, 26 June 2013
Articles
eValue website
eValue's Advisa Centa has launched a protection product to highlight the impact of sudden death. Read more...
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