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Your profession

Your profession

Succession buys LRH Wealth Management; eyes nine more acquisitions

Wealth management group and consolidator Succession has acquired LRH Wealth Management for £3m and outlined plans to buy a further nine firms this year.

clock 24 July 2014 •

Regulation

FCA for a day: What advisers would do if they had the power (part two)

What advisers would do if they had the power (part two)

clock 23 July 2014 • 4 min read

Regulation

FOS names Caroline Wayman chief ombudsman and CEO

The Financial Ombudsman Service (FOS) has named Caroline Wayman as its chief ombudsman and CEO, succeeding Natalie Ceeney.

clock 23 July 2014 •

Technology

Tech Review: The Fastrak to efficiency?

The Fastrak to efficiency?

clock 23 July 2014 • 5 min read

Technology

'Focus on technology' behind True Potential's profit surge

Financial services firm True Potential (TP) has posted a further rise in profits in its half year results and has credited its "focus on providing technology" for its continued success.

clock 23 July 2014 •

Charging

Charles Stanley 'cautious' as commission income falls

Charles Stanley has said it is approaching the coming months with caution after witnessing falling commission income, and significant costs to invest in the business.

clock 23 July 2014 •

Regulation

FOS fends off increasing number of pension complaints

The Financial Ombudsman Service (FOS) has fended off an increasing number of pension complaints in the first quarter of this year as the number of complaints increased but uphold rates dropped.

clock 23 July 2014 •

Regulation

FCA fines former J.P. Morgan banker £450,000 for market abuse

The Financial Conduct Authority (FCA) has fined a former senior J.P. Morgan banker £450,000 after he disclosed inside information to contacts.

clock 22 July 2014 •

Charging

Pillar of the community: A profile of IFA Carl Lamb

Pillar of the community: A profile of IFA Carl Lamb

clock 22 July 2014 • 13 min read

Income

To wait or not to wait: Should clients defer buying an annuity?

Should clients defer buying an annuity following Budget changes?

clock 22 July 2014 • 4 min read
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