From 23 to 29 November, Financial Planning Week will be putting the importance of Financial Planning firmly on the local and national news agenda. Elizabeth Holt, managing director of Holt PR which is working with the IFP to promote the campaign, looks at ways in which advisers can benefit from this initiative.
The Financial Conduct Authority has fined Chase de Vere Independent Financial Advisers Limited £560,000 for failures surrounding the sale of Keydata products.
A leading Paraplanner in the Powwow movement has backed a minimum standard for the profession - but says it should not be exam based.
Changes to the way firms deal with consumer complaints look set to be made by the FCA after a thematic review.
A consumer watchdog has attacked "completely unacceptable" and opaque practices over charging the investment management sector and called for urgent action to fix it.
HM Revenue and Customs is claiming "major legal victories" over corporate tax avoidance schemes after three rulings found in its favour.
A Treasury Committee member with a background in software engineering says automated advice is an inadequate substitute for a human adviser and suggested its potential is over hyped.
Advisers have reported a significant jump in clients seeking advice since the sweeping reforms to pensions were announced in March.
The sweeping reforms to pensions introduced in the Budget have increased the need for regulators to protect consumers, the chairman of the FCA has said.
Advisers could end up footing the bill when companies get fined for auto-enrolment failures, a wealth management firm has warned.
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