Default option: Why advisers should get to grips with workplace DC
What to include in client files to keep all parties (including the FCA) happy...
Network Best Practice is to roll out a direct to consumer (D2C) proposition to its advisers allowing them to offer clients access to some self-service options.
Shares in wealth management group St James's Place (SJP) rose almost 5% after it reported a near-30% rise in profits last year despite a negative contribution from its distribution business.
Australian technology business IRESS has reported an upswing in underlying profits of 27.7% after its UK operations benefited from a "strong demand" from advisers and wealth managers, the group has said.
The Association of Professional Financial Advisers (APFA) has called for an independent audit to be carried out on the way the Financial Services Compensation Scheme (FSCS) funds its projects and recoveries.
The proportion of complaints against advisory groups found in favour of the consumer is significantly below the average for the sector, the Financial Ombudsman Service's (FOS's) latest data shows.
The April pension freedoms mean greater flexibility in accessing pension funds, but ensuring people are clearly picturing where their money can and will go is important to its success, says Mark Loosmore
A paper commissioned by the Financial Conduct Authority (FCA) has found ‘problems at every stage' in the way firms deal with vulnerable consumers.
All this week's key events, hires and fires (plus a quick joke)