The Financial Conduct Authority (FCA) could up the amount of easily accessible cash advisers have to hold to 10% of their yearly investment advice earnings, in a bid to stop firms failing in the face of a "normal" level of complaints.
Financial advisers should not be asked to help fund the government’s retirement guidance service unless it is of demonstrable benefit to firms, the managing director of support firm SimplyBiz has said.
Wealth manager European Wealth has raised £2m towards its planned acquisition of IFA ISM Solutions.
Audio & Video
The Financial Conduct Authority (FCA) has laid the groundwork for firms to come to market with ‘robo-advice' models, its director of strategy and competition Chris Woolard has suggested.
The pension freedoms afforded to retirement savers in last year’s Budget – and rolled out last month – have raised numerous questions, not least how retirees can be helped to make appropriate decisions.
Highlights from Professional Adviser
Alistair Hewit, head of cash management at Deutsche Bank Private Wealth Management UK, explains the benefits of cash as an asset class.
Andrew Lyddon, equity analyst at Schroders, explains how to spot a company that looks undervalued, but turns out to be cheap for good reason.
02 Jun 2015 - 02 Jun 2015
17 Jun 2015 - 17 Jun 2015
03 Jul 2015 - 03 Jul 2015
Enter your firm for the Professional Adviser Awards 2015, which will be held at The Brewery in London in February.