A former investment adviser has been fined £19,900 and banned by the Financial Conduct Authority (FCA) for fabricating his Statement of Professional Standing by using a template he found online.
Join us for a live webinar on 29 January about tax efficient investing, with a particular focus on venture capital trusts (VCTs) and Enterprise Investment Schemes (EISs).
Legal & General (L&G) is increasing the underwriting limits across its life insurance and critical illness (CI) products among other changes to its protection proposition.
The Financial Ombudsman Service (FOS) has said it will take into account good practice at the time an annuity was sold when judging complaints as it highlighted the variety of grievances it handles.
Mattioli Woods has reported an increase in both group revenues and profits as the effects of rule changes brought in following the Retail Distribution Review (RDR) boosted its wealth management division.
Welcome to the first edition of Adviser Buzz, a weekly 60-second survey designed to provide our adviser readers with a weekly snapshot of their peers' sentiment on a range of issues.
Wealth manager St James's Place (SJP) saw funds under management (FUM) increase by £9.5bn to a record £44.3bn last year.