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

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

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

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

eValue's Advisa Centa has launched a protection product to highlight the impact of sudden death. Read more...
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