Pension sector professionals have been digesting a Supreme Court judgement yesterday in what is being hailed as a possible landmark case.
A 3,000 strong financial adviser network is to launch a Discretionary Fund Manager.
The CISI’s head of Financial Planning believes the number of CFPTM professionals in the UK should grow by nearly 600 by 2022.
Chartered Wealth Manager Stuart Ryan is among a duo hired by investment research and fund ratings group RSMR.
The FCA is weighing up possible rule changes for investing in illiquid assets through open-ended funds.
Small advice firms will get £1,000 from the PFS to enrol employees aged under 19 into a new scheme to develop them into fully qualified advisers.
Every adviser that works with Aegon and Cofunds is being asked to join a panel to guide the way the platforms are combined.
A video virtual assistant has been designed to provide financial guidance and cut out the need to see a professional adviser.
Julie Lord column
Former FCA technical specialist Rory Percival believes that problems still exist around approaches to, and understanding, of capacity for loss for clients, writes Julie Lord.
The Enterprise Investment Scheme Association has revealed its winner for best tax adviser of the year, among a range of industry awards.