Your profession
Your profession
Our weekly heads-up on events, jobs and hires, plus some other bits and bobs for professional financial advisers...
06 October 2014
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Your profession
IFA consolidator Moneygate Group has halved pre-tax losses in the first year following the Retail Distribution Review (RDR) its accounts have shown.
06 October 2014
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Regulation
A retiree who asked his adviser to review a recommendation to invest in Arch cru under a consumer redress scheme set up by the financial regulator has won compensation after taking his case to the Ombudsman (FOS).
03 October 2014
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Adviser tips
From accountant to adviser: PA award winner Adam Katten's road to success
02 October 2014
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7 min read
Your profession
Financial advisers are less trusted by consumers than retail banks but more than fund managers - and their character is the key draw for clients.
02 October 2014
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Regulation
Regulation round-up: Mis-selling, specialist referrals and financial promotions
02 October 2014
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