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It takes two: Dancing the adviser/client technology tango

CLIENT REFERRALS

Financial services firm WH Ireland has expanded its private wealth management business in a bid to grow assets under management.

The financial services regulator has apologised to an adviser who claims an employee swore at him during a telephone conversation.

Wonga is to pay more than £2.6m to around 45,000 customers for "unfair and misleading" debt collection practices following an investigation by the regulator.

Financial products carrying a ‘traffic light' labelling system to represent some of their attributes - such as historical average return - would create a false sense of security among investors, a study has concluded.

A financial adviser has been permitted to include a complaints time bar in his client terms of business contracts, after the Financial Conduct Authority (FCA) conceded to his case.

Three financial advisers have broken the world record for the most countries visited in 24 hours, raising more than £10,000 for charity.

The chief executive of the Financial Ombudsman Service (FOS) has said he wants firms presenting their case to the ombudsman to "recount a story", not present graphs and numbers.

The Financial Conduct Authority (FCA) is considering changing the way it charges firms, including financial advisers, that want regulatory authorisation.