Personal Finance Society staff and the wider profession have been shocked and saddened by the sudden death of the organisation’s popular PR manager David Booth.
Read more ...Financial Planner calls for pension withdrawals ‘cooling off’ period
- Friday, 06 July 2018
- Articles
Financial Planning and retirement advice firm LEBC has called for the creation off a new ‘cooling off’ period on pension withdrawals under Pension Freedoms.
Read more ...IFA firm completes rebrand and seeks acquisitions
- Thursday, 05 July 2018
- Articles
KW Wealth has hailed the completion of its rebrand process from European Wealth.
Read more ...FCA urges beefed up security to counter cyber-attacks
- Thursday, 05 July 2018
- Articles
The FCA, alongside the Bank of England and Prudential Regulation Authority, has published a joint discussion paper on the resilience of firms in the face of hackers and cyber-attacks.
Read more ...Professional bodies urge FCA to better engage with them
- Thursday, 05 July 2018
- Articles
A financial services alliance, with a combined global membership of 200,000, has called on the FCA to “do more to support professionalism in UK financial services.”
Read more ...Capacity problems for advisers as client numbers soar
- Thursday, 05 July 2018
- Articles
Users of wrap platform Nucleus saw average client numbers rise by 21% in the last year, but the increased demand presented capacity problems, a new survey has found.
Read more ...Nearly 21,000 fake HMRC sites taken down
- Thursday, 05 July 2018
- Articles
HMRC has asked for a record 20,750 malicious websites to be taken down in the past 12 months, an increase of 29% on the previous year.
Read more ...Leading Planner shares secrets of finding the right clients
- Thursday, 05 July 2018
- Articles
A Financial Planner has revealed her tips for finding and retaining the right clients to help her business flourish.
Read more ...Financial Planner doubles profits and boosts business by 62%
- Wednesday, 04 July 2018
- Articles
Financial Planning and wealth management firm Tilney doubled profits and boosted business according to its results for the year ended 31 December 2017.
Read more ...FCA plans adviser Directory to beat industry concerns
- Wednesday, 04 July 2018
- Articles
The Financial Conduct Authority has today proposed a new ‘consumer-friendly’ public Directory of financial services workers following criticism of its plan to cut the scope of its FCA Register of individuals to just senior managers.
Read more ...