A new government body offering money and pensions guidance and debt advice to consumers is to be set up to provide a one-stop source for personal finance advice.
The founder of Acumen Financial Planning has described the “huge honour” of being named Accredited Financial Planning Firm of the Year.
The Personal Finance Society has welcomed more than 400 new Chartered, Associate and Fellow members to its ranks.
The Chartered Institute for Securities & Investments is to seek a more “level playing field” with the PFS’s rival Chartered Financial Planner qualification.
Two Financial Planning awards were axed because entries “weren’t that good” in one category, while the other lacked a single candidate.
Advisers are demanding an end to the current system of paying for the FSCS and being saddled with “disproportionately huge” fees when they have a clean record on complaints.
Theresa May’s promised crackdown on financial advisers who help people dodge tax has prompted a message of reassurance from the CISI to clients of its members.
The number of individuals in the UK with assets worth over £1m has more than doubled since 2001, according to new analysis.
The CISI’s first ever Financial Planning conference went “better than expected”, as fears about “tension” arising from the IFP merger failed to materialise, a CISI chief says.
The FCA league tables for most complained about firms in the investments and pensions sectors have been unveiled this morning.