Articles
The CISI’s Paraplanning Conference is to move to London this year and will be free for the first time for CISI members.
For some people, their professional body is just a means to retaining the letters after their name or a Statement of Professional Standing. This is part of what our professional bodies do, but it’s not the only thing. They are far from just being certificate-generating exam providing organisations.
The Personal Finance Society is urging its 40,000 members - hit by a double whammy of soaring Professional Indemnity premiums and escalating Financial Services Compensation Scheme levies - to lobby their local MP for change.
FNZ, the fintech firm running several UK platforms, is to acquire Dublin-based third-party admin provider Irish Progressive Services International (IPSI) from Irish Life.
National IFA firm Chase de Vere has hit back at newspaper reports that it has over-incentivised its advisers to boost sales.
More...
More than 1,700 due diligence requests have been fulfilled by the new online due diligence fintech service DD DD|hub during its first year.
The Pensions Regulator is to shake up some rules on pension trustees to improve protection for pensions savers, it announced today.
Independent Wealth Planners, the acquisitive wealth business, has bought its seventh business and its first in Scotland, Financial Planner AGL Wealth Management.
It won’t have escaped the attention of those of us in the industry that the Financial Conduct Authority has made changes to the FCA Register, removing the name of all those in customer facing roles (except where they hold a senior management function).