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Professional Adviser
42 分钟
FCA's retirement income review spurring advisers to adopt cashflow modelling
The Financial Conduct Authority’s (FCA) retirement income review has encouraged financial advice firms to use cashflow ...
Professional Adviser
1 小时
MKC Wealth makes double IFA acquisition
Cabot Square Capital backed MKC Wealth has acquired two IFAs for an undisclosed sum. The independent wealth management firm ...
Opinion
Professional Adviser
4 小时
Opinion
Lessons from the titans of Spanish football: Taking a long-term view on Europe
David Walton makes the case for taking the long view on Europe (for both investments and Spanish football giants) ...
Professional Adviser
4 小时
Advisers call for new products to tackle retirement planning challenges
Half (51%) of advisers have reported no satisfaction whatsoever with current retirement products, Invesco has found.
Professional Adviser
3 小时
Barclays fined £40m over 2008 capital raising conduct
The Financial Conduct Authority (FCA) has fined Barclays £40m after finding the business’ conduct around an October 2008 capital raising was “reckless and lacked integrity”.
Professional Adviser
5 天
FSCS declares Stoke-on-Trent advice firm failed for pension transfer advice
Norrix Financial Services, formerly RNAMK, has been declared failed by the Financial Services Compensation Scheme (FSCS) over ...
Professional Adviser
3 天
Advisers expect regulation to limit time taken on giving advice
Financial advisers are concerned that the impact of regulation will limit the time they can take to deliver financial advice, ...
Opinion
Professional Adviser
6 天
Opinion
A practical guide to getting ongoing reviews in order
Jennifer Peaty shares her regulatory insight and gives some practical tips of how advice firms should get ongoing reviews ...
Professional Adviser
4 天
The Penny Group adds £90m of assets with Surrey planning firm buy
Chartered financial planning firm The Penny Group (TPG) has completed its acquisition of Whiting Financial Limited.
Professional Adviser
3 天
From photography to advice: Laura Laws on capturing clients' hearts
Stefanie Price Wealth Management senior financial adviser Laura Laws talks to Isabel Baxter about her career change from ...
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