FCA's Percival warns about 'shoehorning' clients into CIPs
- Wednesday, 14 May 2014
- Articles
FCA technical specialist Rory Percival has warned that advisers and planners should be way of adopting a "one size fits all" approach when it comes to using Centralised Investment Propositions (CIPs).
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FCA and industry experts to address delegates
- Tuesday, 13 May 2014
- Articles
A technical specialist from the Financial Conduct Authority will be among leading speakers addressing advisers about the state of the industry at a conference tomorrow.
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Paraplanning firm The Timebank adds eValue tools to its service
- Wednesday, 04 September 2013
- Articles
Outsourced Paraplanning firm The Timebank has added Portfolio Analyser from eValue to its services.
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eValue helps advisers demonstrate impact of death to clients
- Wednesday, 26 June 2013
- Articles
eValue's Advisa Centa has launched a protection product to highlight the impact of sudden death.
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