Talks involving leading professional bodies, such as the PFS and the CISI, about a new unified Paraplanning Standard, may take place soon, Financial Planning Today has been told.
Openwork has reported today that it has topped 3,000 advisers across the group for the first time in its history.
Brexit has hit UK pensions as liabilities soar to record levels, The Pension Protection Fund’s latest figures suggest.
The Chartered Institute for Securities & Investment has confirmed it will move its headquarters to the Walkie Talkie Building on August 1 – and that exam entrants will be unaffected.
The Personal Finance Society is set to expand a scheme offering free generic financial guidance by qualified professional advisers.
Nearly three quarters of advisers expect an increase in the average portfolio size held by clients seeking pension freedoms-related advice, a survey suggests.
A pledge to build “gender balance at all levels” across financial services firms has been signed by 72 companies.
The FCA has sent out a message to fund managers this afternoon reminding them of “their obligations to investors” after a series of property fund suspensions.
The FCA has launched a review into the rules surrounding both investment-based and loan-based crowdfunding.
Financial Planning Today is carrying out a major Reader Survey to find out what planners think about the future of their profession and other key topics.
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