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Your profession

Regulation

Network: IFAs feel compliance departments are tying their hands

A growing number of IFAs are approaching network Best Practice saying they are being asked by other networks to adopt particular solutions when dealing with complex problems, technology director Keith Hare has said.

clock 10 June 2014 •

Your profession

Bradbury Hamilton strengthens its position in Yorkshire with acquisition

IFA Bradbury Hamilton has acquired Leeds-based SBB Consulting, in the firm's latest step to fulfill its ambition of becoming a national.

clock 10 June 2014 •

Your profession

Adviser noticeboard (9-13 June)

Our weekly round-up of product launches, people moves and events for financial advisers...

clock 09 June 2014 •

Your profession

My journey: From IFA to provider and back again

From IFA to provider and back again

clock 06 June 2014 •

Regulation

APFA: Smallest advice firms' regulatory cost equals 20% of income

The smallest advice firms face the largest proportion of regulatory costs, with some paying up to 20% of their income, research commissioned by the Association of Professional Financial Advisers (APFA) has found.

clock 05 June 2014 •

Your profession

Brett Davidson: Quarterly client reporting is 'lunacy'

Advisers should not feel pressured to produce monthly or even quarterly update reports for clients, according to management consultant Brett Davidson, who brands the practice "lunacy".

clock 05 June 2014 •

Software

Is advisers' love affair with cashflow modelling masking its shortcomings?

Is advisers’ love affair with it masking its shortcomings?

clock 05 June 2014 •

Your profession

CFA Institute appoints ex-Fidelity man as interim CEO

The Chartered Financial Analyst Institute has appointed an interim CEO after John Rogers stepped down.

clock 05 June 2014 •

Regulation

The billion dollar question: PPI payouts could have £1bn shortfall

Some leading banks may have underpaid compensation certain customers are due for mis-sold Payment Protection Insurance, the BBC has learned.

clock 05 June 2014 •

Your profession

Five ways family lawyers and financial advisers can help each other's businesses

Five ways family lawyers and financial advisers can help each other's businesses

clock 04 June 2014 •
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