It has been another busy week in the world of financial services...
The Chartered Institute of Securities and Investment (CISI) will offer Chartered Wealth Manager status to members with Level 6 qualifications.
Standard Life, True Potential and Wealthtime have emerged on top of a survey of some of the major wraps and platforms.
Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.
Openwork recorded a pre-tax loss of £8.5m in 2010, on top of a £5.6m loss during the previous year.
Standard and Poor's (S&P) has revealed it has received notice from the Securities and Exchange Commission (SEC) recommending a lawsuit be brought against it over a mortgage-backed security it rated in 2007.
A new alternative assessment route for QCF Level 5 qualifications has been opened up to advisers following a pilot phase.
You suspect a colleague has received help in an exam from a senior member of staff who happens to plays a key role with the professional body. What do you do?
Ratings agency Fitch has warned that life companies which rely on independent financial advisers (IFA) to distribute their products could be negatively affected by the retail distribution review (RDR), and predicted a bright future for bancassurance....