The Treasury has proposed amending the definition of financial advice to bring it in line with wording used in rules derived from the European Union.
More than one in five readers who have taken part in the FP Today poll say they don’t believe cash flow modelling is essential for true Financial Planning.
An FCA specialist has labelled some compliance officers ‘not very good’ and says they have “too much of a tick-box, back-covering approach”.
The debate about introducing a new professional Paraplanning standard has recently intensified.
Advisers have overwhelmingly dismissed the idea that robo-advice poses a threat to them, a survey suggests.
The chairman of the Association of Member Directed Pension Schemes will step down tomorrow.
Wealth management firm WH Ireland has confirmed a Kuwaiti group has taken a significant stake in the business.
The deal for the Financial Planning arm of Standard Life to take over Almary Green has fallen through, it emerged this morning.
A High Court has handed a 15 year ban to a director who operated investment scams that lost consumers at least £13.3 million.
A Chartered Financial Planner spearheading moves to boost the EIS sector has appealed to Theresa May to axe a number of restrictions imposed by the EU.
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