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The Financial Conduct Authority (FCA) has appointed a new director of supervision to replace Tracey McDermott who will step up to acting CEO in September.
George Osborne's pension freedoms may have created a dash for cash by retirees, but advisers might want to focus attention on the tail-end of his changes - the ability to cascade cash down the generations, writes Graham Bentley...
An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.
Forget the ‘young and dumb' stereotype, the rich under 40s are likely to be fussier than their parents about who they take financial advice from, and what they expect from an adviser, according to the latest research.
Tilney Bestinvest paraplanner Kerry Vilchez has been named Paraplanner Personality of the Year at the inaugural Virtual Paraplanner Awards run by Panacea Adviser.
An adviser has started a petition to Parliament calling for a vote of no confidence in the Financial Ombudsman Service (FOS) and for it to be brought under the remit of common law.
A small IFA firm has used its love of social media to create an automated financial advice service for those priced out and cut-off from traditional advice.
St James's Place (SJP) has agreed a deal to acquire stockbroker and discretionary investment manager Rowan Dartington Holdings in a deal worth up to £34m.
The writing is on the wall for the fund factsheet (and it’s about time), writes Jeremy Mugridge. Here he explains how smarter communication will boost advice engagement
Which platforms and planning tools have stood out for you in the last 12 months? Professional Adviser invites readers to vote for their favourites ahead of the premier event in the platform awards calendar...
Professional Adviser is pleased to announce the finalists for the 16th International Fund and Product Awards.
Advisers are putting themselves (and their clients) at "very serious risk" if they do not understand the difference between the best and the worst financial modelling tools, writes Andrew Storey
Network True Potential advisers have spoken of how they lost thousands of pounds to a former IFA banned for mortgage fraud, who promised them leads to high-net-worth clients that were never delivered.
Acquisition outfit Bellpenny has completed its 30th deal to date with the purchase of Croydon-based Trustee Asset Management (TAM).
Here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...
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