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Your profession

Your profession

PFS revamps accredited adviser directory

The Personal Finance Society (PFS) has said it wants to put accredited financial advisers "at the public's fingertips" with the relaunch of its adviser directory.

clock 04 June 2014 •

Your profession

Prudential invests £4.1m in apprenticeship scheme

Prudential has invested £4.1m in developing a four year apprenticeship programme aimed at helping young people get their foot on the financial services career ladder.

clock 04 June 2014 •

Investing in the profession

Wellian launches hybrid bespoke-model solution

Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.

clock 04 June 2014 •

Regulation

FCA warns consumers on IFA clone

The Financial Conduct Authority (FCA) has warned of a scam operation pretending to be Devon-based advice firm Investment & Financial Solutions Partnership.

clock 04 June 2014 •

RDR

FCA unveils RDR charging template following failings

The Financial Conduct Authority (FCA) has published a guide to how it will measure advisers' disclosure efforts against its expectations, after it detected "unacceptable" shortcomings in its latest post-Retail Distribution Review (RDR) work.

clock 03 June 2014 •

Your profession

Adviser noticeboard (2-6 Jun)

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

clock 03 June 2014 • 3 min read

Your profession

#TeamNick takes Paris: Jo Cann on raising £25k for the Stroke Association

Last month, Jo Cann, Julie Lord and friends cycled an astonishing 300 miles - London to Paris - to raise money for the Stroke Association...

clock 03 June 2014 • 4 min read

Regulation

Compliance service designed for small firms launched

The Consulting Consortium (TCC) has launched a 'bespoke' compliance support service for small financial advice firms.

clock 03 June 2014 •

Regulation

APFA urges FCA to revive scrapped fees review

The Association of Professional Financial Advisers (APFA) has urged the regulator to re-consider reviewing the way it calculates the fees paid to it by advisers, after plans to overhaul the area were scrapped.

clock 02 June 2014 •

Charging

Billingham blasts cashflow modelling 'myths'

Consultant Phil Billingham doesn't know why the 'myths' about cashflow modelling persist, but they do...

clock 02 June 2014 • 4 min read
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