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adviser firms

Majority of advisory firms expect increased cost pressure this year

Your profession

Majority of advisory firms expect increased cost pressure this year

Despite this, advisers remain ‘cautiously’ optimistic the economy will improve

clock 07 August 2023 • 1 min read

Individual Protection

True Potential launches protection partnership with Canada Life

True Potential has launched a range of protection products in partnership with Canada Life, which claims to provide advisers with "the first end-to-end service of its type".

clock 04 April 2017 • 1 min read

Protection

COVER Excellence Awards 2016: Intermediary shortlist revealed

Professional Adviser's sister magazine COVER has revealed the intermediary shortlists for the COVER Excellence Awards 2016, which will be held on Wednesday 5 October 2016 at the London Marriott Hotel, Grosvenor Square.

clock 02 August 2016 • 1 min read

Regulation

Adviser numbers up 5%, official figures show

The number of financial advisers operating in the UK has increased 5% in the last year as the industry edges closer to pre-Retail Distribution Review (RDR) levels, according to the latest data.

clock 18 November 2015 •

Regulation

FCA warns of 'problems at every stage' in dealing with vulnerable consumers

A paper commissioned by the Financial Conduct Authority (FCA) has found ‘problems at every stage' in the way firms deal with vulnerable consumers.

clock 23 February 2015 •

Pensions

RP Poll: SIPPs and P2P lending

In this week's quick fire Retirement Planner poll we ask: Should SIPPs go into Peer to Peer lending?

clock 02 September 2014 •

Regulation

Consumer Panel chair launches scathing attack on firms' TCF duty

The chair of the Financial Services Consumer Panel (FSCP) has offered harsh criticism of firms' efforts to improve how they deal with clients, saying she doesn't believe most have embraced the idea of treating customers fairly.

clock 20 August 2014 •

Regulation

Keydata claims another adviser as 28 firms declared in default

Another Keydata adviser has been declared in default by the Financial Services Compensation scheme (FSCS), as it published a new list of 28 advice firms unable to meet claims against them.

clock 14 August 2014 •

Your profession

SJP-affiliated legal firm snaps up advice businesses in growth drive

A legal firm, which recently launched as part of the St James's Place (SJP) network, has bought two financial services firms, fueling its plans to reach £500m of assets under management (AUM) in five years.

clock 15 July 2014 •

Technology

Mark Loosmore on the RDR: Demonstrating value 18 months on

With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central.

clock 08 July 2014 • 3 min read
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