Fewer financial advisers are using Twitter than they were last year, a survey has suggested.
A leading FCA figure’s forecast that cash flow planning will soon become mainstream is “very encouraging”, the incoming IFP President says.
Nearly a third of firms have told the FCA they always refuse transfers from insistent clients.
Aberdeen has quickly followed up its acquisition of Parmenion by announcing it is to take 100% ownership of a specialist investment manager.
Finance firms should all be given a simple star rating such as that used by ebay or the Food Standards Agency, a consumer watchdog says.
A Liverpool-based Financial Planning business has become the latest to join the swelling ranks of IFP Accredited Firms.
A double decker bus driven by Pension Geeks has begun a week long tour of the UK today espousing the benefits of saving for retirement.
The FCA and FOS are both run by human beings and therefore there will always be differences in dealing with something as subjective as suitability, a top regulatory official says.
A Financial Planning group has completed its seventh takeover of the year.
A leading figure from the FCA has praised Paraplanners for developing their own profession, without relying on the regulator to prompt them.
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