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Your profession

Regulation

Alan Lakey becomes agony aunt Dr FOSgood

Highclere Financial Services senior partner Alan Lakey and adviser community website Panacea Adviser have teamed up to launch a helpline for advisers tackling Financial Ombudsman Service (FOS) related issues.

clock 14 August 2014 •

RDR

FCA warns firms on 'self-defeating' transactions

The Financial Conduct Authority (FCA) is reminding advisory businesses to beware "self-defeating transactions" when totting up the total charges clients are being asked to pay.

clock 14 August 2014 •

Your profession

The 34-year-old man who crawled out of bed and very nearly cycled 100 miles

The 34-year-old man who crawled out of bed and nearly cycled 100 miles

clock 13 August 2014 • 6 min read

Your profession

Towry signs up to advise budding sporting stars

Wealth adviser Towry has signed an agreement with sports agency Quantum Sport to provide financial advice to players in the world of football, cricket and rugby.

clock 13 August 2014 •

RDR

Consumer confidence in financial services 'remains low post-RDR' - adviser poll

Almost half of advisers (47%) do not think consumer confidence in financial services has risen since the introduction of the Retail Distribution Review (RDR), according to Cofunds research.

clock 13 August 2014 •

Your profession

Workshops to help firms manage legacy assets launched

A series of workshops designed to give adviser firms actionable ideas on transitioning legacy assets has been launched.

clock 13 August 2014 •

Regulation

FCA uncovers widespread financial promotions failings

The Financial Conduct Authority (FCA) has said firms must do more to ensure advertisements do not mislead consumers after it found 227 cases of non-compliant promotions in the consumer credit sector.

clock 13 August 2014 •

Regulation

FCA warns consumers on IFA clone

The Financial Conduct Authority (FCA) has warned of a fraudster contacting consumers pretending to be an authorised IFA.

clock 13 August 2014 •

Regulation

Legal & General to quit ABI membership

Legal & General (L&G), the country's biggest pension fund manager, has confirmed the end of its Association of British Insurers (ABI) membership.

clock 13 August 2014 •

Economics / Markets

Investment Committee Insider: Good (and bad) adviser benchmarks for client portfolios

Abraham Okusanya examines the adviser conundrum of benchmarking client portfolios...

clock 12 August 2014 • 4 min read
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