Advisers need to respond to FCA
Professional financial advice delivers much more than financial benefits, according to Royal London, which has released research suggesting those who take advice feel more confident and financially resilient.
'Received interest from 100 firms'
'Until absolutely safe'
Residence Nil Rate Band
'Expensive' and 'untrustworthy'
‘Ensure vulnerability is taken seriously’
Almost 90% of advisers would continue to provide some form of remote advice as an option to clients as the country progresses out of lockdown, according to a survey of Quilter’s advice business.
Clients of female financial advisers are more likely to want to increase their holding in sustainable funds over the next six months, Boring Money’s research has suggested.
Paid £27.8m in FSCS levy
After a weekend down for maintenance and upgraded Financial Services Register is up and running for consumers.
From 2.28% to 1.55%?
‘Not just a sponsor’
Existing customers can stay put
‘Onboarding two firms a week’
Niall Humphreys retires after 35 years in industry
Firms to be moved in stages
Investment consulting and research firm Square Mile has teamed up with FE fundinfo to produce “easy to interpret” fund dashboards for financial advisers.
Adds five advisers
Defer to 2021/2022
London-based Saxon Capital, which advised clients to invest in unlisted shares of company Oxford Renewable Fuel, has been declared in default by the Financial Services Compensation Scheme (FSCS) among 11 others in April.
'Due to three factors'
One 'Ponzi scheme'
AUM drops by £15bn
Adds 1,000 clients
'Larger than life figure'
FCA board to make decision
Three guidelines to follow
The lang cat has made parts of its platform analyser available for free so financial advisers can see how platforms are dealing with the 10% MiFID notification rule, which has been much-used in recent weeks.
Retained majority of speakers
Follows government announcement
0.15% account fees
Outside the family circle
Supported by PFS, PIMFA and Penney
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon