Adviser body: Don't force us to record all client phone calls

A trade body has urged the FCA to scrap plans to make advisers record all telephone calls, saying it would be negative for the profession and costly for small firms.

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PFS Financial Planning Symposiums to attract 2,400

Nearly 2,400 delegates are expected to attend the Personal Finance Society’s four Financial Planning Symposiums around the country which start next week.

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AIFA set to rebrand as Association of Professional Financial Advisers

The Association of Independent Financial Advisers (AIFA) has today announced its intention to change its name to the Association of Professional Financial Advisers (APFA). Read more...