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Your profession

Regulation

Origen: Multi-million pound claims exited advisers' fault

Poor advice claims that have cost restricted national adviser Origen at least £3m in reviews and redress - and pushed it further into the red this year - are the fault of advisers who have exited the firm, not the current team, business development director...

clock 12 November 2014 •

Your profession

Actuary buys IFA to boost financial planning arm

Actuary Punter Southall group has bought employee benefit and private client financial planning firm Blacktower Financial Advisers.

clock 12 November 2014 •

Investing in the profession

APFA claims new discounts will save small members £300 annually

The Association of Professional Financial Advisers (APFA) has negotiated new discounts for members which it claims could save smaller firms up to £300 a year in running costs.

clock 12 November 2014 •

Regulation

Adviser jailed for stealing £200k from clients

A financial adviser who stole almost £200,000 from his customers' life savings has been jailed for two years.

clock 11 November 2014 •

Regulation

FCA confirms cost caps on payday lenders

Limits on the amounts payday lenders can charge customers - including a rule stating lenders cannot receive more in fees and interest on a loan than the amount borrowed - have been confirmed by the financial regulator.

clock 11 November 2014 •

Your profession

Advisers go pro bono for financial planning week

Financial advisers have signed up to offer free financial planning surgeries to consumers later this month as part of an annual initiative.

clock 11 November 2014 •

TCF

Non-dealing clauses: Are strict covenants unfair on clients?

Are strict covenants unfair on clients?

clock 10 November 2014 • 4 min read

Charging

Unbiased: Hourly advice fees drop 14% to pre-RDR levels

Hourly rates charged by advisers have fallen by 14% over the last year, research by adviser search website Unbiased suggests, putting rates in line with those charged before the Retail Distribution Review (RDR).

clock 10 November 2014 •

Your profession

Adviser noticeboard (10-14 Nov)

Professional Adviser's weekly heads-up on events and other bits for professional financial advisers...

clock 10 November 2014 •

Adviser tips

Let's connect: Is your business getting value from LinkedIn?

Let’s connect: Is your business getting value from LinkedIn?

clock 07 November 2014 •
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