Sophie King
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Another advice firm with SIPP complaints falls into FSCS
14 claims against it
FSCS reveals £4m spend on communications and advertising after increasing advisers' levy
Includes advertisements
FCA appoints Christopher Woolard as interim chief executive
Following Bailey's BoE role
Transact adds asset transfer feature for advisers
Advisers can transfer assets themselves
Advisers 'going in blind' to AF8 exam, professional trainer warns
Feedback not yet enough
Keith Richards: 'Current FSCS levy system outdated'
Following FCA letter
Advice app OpenMoney updates money management features
To help meet savings goals
FCA says lack of proper PI cover places 'unfair' burden on FSCS and firms
Dear CEO letter sent today
CII 'too vague' with AF8 coursework feedback, say advisers
Advisers disappointed
Niche's Mighty Duck: Advice firm's administrator makes GB ice hockey team
For 2022 Winter Olympics
Equity release market growth stalls in 2019
£3.4bn released last year
St James's New Face? Advice giant appoints brand agency Landor to 'further reputation'
Following multi-agency pitch.
Financial planner writes to government to 'fight financial education battle'
Develop education course
SLA's advice arm 1825 in 'constant contact' with potential acquisitions
New client suitability reports coming
FSCS declares IFA firm Blackstar Wealth Management in default
146 FSCS claims
Model Office integrates with Intelliflo's Intelligent Office software
Help improve compliance
GBST launches investment pathways functionality to Composer platform
Launching end of March
OMW adds feature to settle annual allowance breaches
For any pension scheme
Vanguard prepping to enter UK advice space
Early stages of development
Advicefront integrates with Intelliflo's Intelligent Office software
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Lumin Wealth hopes to acquire 'at least two' firms in 2020
Following recent acquisitions
Adviser's client accidentally saves £5,000 in jam jars
'Forgot' about extra cash
Defaqto publishes pension freedoms and risk guide
In conjunction with Canada Life
Pension transfers considered among 2020's biggest opportunities by advisers
Client recommendations biggest opportunity
Migrations and acquisitions: A year in adviser platforms
Platforms reloaded
Naughty and nice: 2019's list
A yearly round-up
'The more the merrier' - Initiative for Financial Wellbeing on hunt for volunteers
410 people interested
'Major pricing shifts' to come in platform market - the lang cat
The lang cat has predicted some major pricing shifts in the platform market and suspects the sector could break apart as it reaches an "inflection point".
Initiative for Financial Wellbeing publishes 'Grand Plan'
400 people shown interest in IFW
IFA frustrated over FCA's silence after LC&F warning
Sent in 2015
SJP claims charges are 'mid-range' compared to competitors
In quarterly newsletter
Who let the dogs out? Advisers and pets cast their vote in #GE2019
Don't stop retrieving
FCA monitoring equity release market
And mortgage lending
Third of DB trustees pointing members towards advice - study
As they approach retirement
National IFA acquires London-based Addidi Wealth
WIFA winner
Standard Life reduces and simplifies Wrap platform fees
Introduces drawdown lock
IFA Old Mill promotes marketing manager to head of office
Helped with rebrand
7IM's Justin Urquhart Stewart to step down from co-founder role
After almost two decades
LC&F and Lloyds protesters get audience with Andrew Bailey
'Starting point'
M&G Prudential suspends UK Property fund
Following M&G suspension
FCA asks platforms for number of clients affected after M&G suspension
'Top dozen or so'
Firm to pay redress to insistent client following SIPP transfer
Investment in unregulated scheme