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Your profession

Your profession

Advisers celebrate at Unbiased media awards

Almary Green's Carl Lamb and Combined Financial Strategies' Jonothan McColgan were celebrating double successes at the Unbiased Media Awards 2015, which were held in London on 4 February.

clock 05 February 2015 •

Regulation

John Porteous: The unavoidable challenges facing simplified advice

The unavoidable challenges facing simplified advice

clock 05 February 2015 •

Your profession

Perfect planning or professional elitism? The lowdown on the BACK2Y conference

Perfect planning or professional elitism? The lowdown on the provider-free conference

clock 04 February 2015 •

Regulation

IFAs make up fifth of firms with consumer credit permissions

Almost a fifth of all firms granted interim consumer credit permissions are IFAs, according to Financial Conduct Authority (FCA) figures.

clock 04 February 2015 •

Investing in the profession

IFA to launch D2C service to meet client demand

An IFA is to launch a non-advised investment proposition alongside its fully advised service to allow clients to "dip in and out of advice as they please".

clock 04 February 2015 •

Wrap/platforms

Blog: What did the Romans ever do for us? Part II

What did the Romans ever do for us? Part II

clock 03 February 2015 •

Regulation

FCA reporting system GABRIEL troubles continue

Problems with the Financial Conduct Authority's (FCA's) online regulatory reporting system GABRIEL have now persisted for a week, leaving firms struggling to input their data.

clock 03 February 2015 •

Investing in the profession

Ashcourt Rowan chief talks up 'scale' ahead of £97m Towry deal

The chief executive of national IFA Ashcourt Rowan has talked of the importance of scale in wealth management as the company awaits regulatory approval for a near-£100m takeover by Towry.

clock 03 February 2015 •

Your profession

Adviser sentenced after £35k theft from elderly clients

A financial adviser has been handed a two year suspended jail sentence after admitting he stole £35,000 from an elderly couple.

clock 03 February 2015 •

Regulation

MAS consumer contacts up 42% year on year

Money Advice Service (MAS) partnerships with financial services organisations are "coming to fruition" as "more people than ever" have turned to the service for help with their finances, chief executive Caroline Rookes has said.

clock 02 February 2015 •
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