Articles
Charles Stanley will add Brown Shipley’s Court of Protection team to its existing team after Brown Shipley decided to exist the specialist market.
The Financial Conduct Authority has warned fund managers to improve their value assessments to ensure they deliver fair value for retail consumers.
National IFA, pensions and employee benefits consultancy firm LEBC has entered into administration after selling its assets to sister company Aspira Corporate Solutions.
Half of Planners seeing clients withdraw from investments
Written by Kat MitchellAlmost half (46%) of Financial Planners have had clients withdrawing funds from their investments to cover essentials bills and address income shortfalls due to the cost of living crisis, according to a new report.
Only 1 in 3 advisers develop relationship with next generation
Written by Kat MitchellOnly one in three financial advisers have discussed intergenerational wealth plans with their main client’s children, according to a new report.
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Consumer Duty Alliance adds former regulator as forum chair
Written by Kat MitchellThe Consumer Duty Alliance has appointed former FCA technical specialist Michael Lawrence as chair of its Consumer Duty forum.
FPSB sets date for World Financial Planning Day 2023
Written by Kat MitchellWorld Financial Planning Day 2023 is to be held in October with the aim of promoting financial literacy and capability as well as the role Financial Planners can play in educating the public.
FCA hits half its authorisation service metrics
Written by Kat MitchellThe latest data from the Financial Conduct Authority shows the regulator hit half of its authorisations operating service metric between April and June.
Platforms ripe for consolidation says Fundscape
Written by Kat MitchellThe latest direct platform data shows that the investment platform market is ripe for consolidation, according to Fundscape.