Susan Jordan, director at consultancy The Phil Billingham Partnership, on why the world of compliance checking needs an overhaul...
Ten things you didn't know you could do on FE Analytics
Paraplanner of the Year Neil Wortham: What do we do? We serve and protect
A compliance service designed for financial planning firms has been launched.
All the major retail banks and most medium-sized and smaller firms have made "significant" changes to their sales incentive schemes, but concerns over enticements linked to bank investment and protection sales remain, the Financial Conduct Authority (FCA)...
The Financial Conduct Authority (FCA) has said platforms need to do more to incorporate re-registration and has issued a warning over exit fees.
Annuity provider Just Retirement has reduced its minimum fund size to £2,000.
Advisers' trust in their outsourced investment partner often depends on a key factor: the end client.
Is interim management one of the best-kept secrets of financial advice firm prinipals?
The skill of active fund managers "adds real value" to investors, but the market may need to improve at identifying that skill quicker, according to Investment Management Association (IMA) chief executive Daniel Godfrey.