Organisers of the Aberdeen UK Platform Awards have set a date for this year's ceremony, and will soon be inviting firms to enter the adviser categories.
HM Revenue and Customs (HMRC) has issued fresh guidance on its decision to tax unit rebates after receiving a number of queries from fund groups and platforms.
Google shares moved sharply lower in after-hours trading following a disappointing update, with the negative sentiment that has blighted the sector showing no sign of abating.
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Three things to remember about client reviews: they should be regular; they shouldn't only be about investment performance; and they can help create absolute confidence in clients' minds about what you do. Business consultant Steve Billingham explains more in this short video...
Andrew Fisher, the chief executive of Towry, has announced his departure from the business after ten years.
Hargreaves Lansdown has said Neil Woodford's new fund management venture could provide a further boost to its business after it reported record net inflows of £1.83bn for the first quarter.
Charles Stanley’s pre-tax profits are likely to fall 10% short of market expectations due to rising costs, the wealth manager has warned.
Predictions of a dearth of advisers and an ever-expanding advice gap were wide of the mark, but how consumers access advice may have changed irreversibly, writes John Pollock, chief executive of Legal & General Assurance Society...
Most types of financial services firms will pay a lower than expected Financial Services Compensation Scheme (FSCS) levy for 2014-2015 after it cut its bill by £37m, but investment advisers face another hike in costs.
Brendan Llewellyn, Professional Adviser's resident Armchair Critic, examines the viability of online advice models, and reaches what some might consider an inevitable conclusion...
Jacksons Wealth is a fee-based, RDR-friendly financial planning business. But, after making another tweak to its fees disclosure document, managing director Pete Matthew is beginning to wonder who it's really for - the client or the regulator?
Rebecca Jones investigates how advisers can satisfy the regulator while keeping things as simple as possible when explaining fees and charges to clients...
Groundbreaking social network service Facebook is set to expand into financial services, according to reports.
The world of advice has changed dramatically during the working lives of most advisers. If they had to do it all over again, knowing what they know now, what would they do differently? Laura Miller finds out...
The future for platforms - and everything else in this sector actually - is all in the detail, writes platforms expert Mark Polson...
Law firm Clifford Chance - which has been hired by the Financial Conduct Authority (FCA) to review its handling of the release of market-sensitive information to the press - is also a member of the regulator's panel of lawyers tasked with investigating financial institutions.
Developing a consistent, repeatable advice process that can be used for every client and yet make each feel special and unique is one of the keys to business success, as consultant Steve Billingham explains in this short video...
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