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Three things your clients may call you about this week …
What made financial headlines over the weekend?
Poor platform market quarter brightens Aviva's Q2
Q2 net sales dropped almost 50%
PA's Good News Bulletin: A weekly dose of positivity for advisers
Achievements, charity work and other happy snippets
Ray Tubman: Do MiFID II costs and charges rules hit the mark?
Three key concerns
'PROD': Why the FCA's sharpened teeth can't be ignored in platform selection
'Failure to pay attention can result in enforcement'
CFA exams to test fintech and AI knowledge
From June 2019
CII launches consultation seeking feedback on Chartered proposition
11 years since launch of three Chartered titles
Aegon spends £3m on Cofunds re-platforming issues in June
Hired 200 extra operational staff
Martin Gilbert: Firms taking 'real action' on gender equality
Slow progress in improving diversity
UNIQ Family Wealth continues growth with Brecon-based firm
Share purchase deal with assets of £28m
Ex-Investment Quorum CEO Lee Robertson joins AiNED
Stepped down following MBO
DWP names first two single financial guidance body non-execs
Duo start roles on 1 October
Tim Sargisson: Knowing the price of everything, the value of nothing III
Where true value lies
Adviser noticeboard: Post-it note size stuff for IFAs
Our weekly heads-up for advisers
Openwork bills adviser £2,000 some seven years after leaving network
To pay by 20 August
KPMG adds former Nutmeg COO to wealth management team
Also worked at Westpac and Barclays
Fairstone takes majority stake in mortgage advisory business
Brings in recurring revenue of £700,000
Origo launches transfer tracking service for advisers
'Reduction in time chasing progress reports'
Charles Stanley Direct hikes platform fee to cope with digital change
Rise to come in next month
Three things your clients may call you about this week …
What made financial headlines over the weekend?
'PROD' - What is the regulation dividing the adviser platform market?
First in a new series
Beaufort chairman Goldthorpe criticises consolidator model
Valuations on businesses 'looking toppy’
CashCalc offers users free client-facing educational video
100 advisers have requested it so far
FSCS signs Women in Finance Charter
More than 270 firms signed up
