Your profession
Regulation
The government has today launched an independent review of the Money Advice Service (MAS), responding to calls from the Treasury select committee (TSC) last December.
30 May 2014
•
Your profession
Wealth management group and consolidator Succession has acquired two of its member IFA firms for £3m, as it seeks to reach £7bn of assets by 2017.
30 May 2014
•
Investment
Fighting the tide to oursource: More than a third of IFAs still do all clients' investments in-house
A significant number of IFAs are refusing to bow to the pressure to outsource management of their clients' investment portfolios and are continuing to do the job themselves, according to a poll.
30 May 2014
•
Regulation
The Financial Conduct Authority (FCA) has banned a sole trader for failing to disclose information it requested about a transaction made on behalf of a client.
30 May 2014
•
Regulation
The Financial Ombudsman Service (FOS) is failing to take all evidence into account when ruling on complaints against advisers, and is sometimes not giving reasons for its decisions, advisers have claimed.
29 May 2014
•
Regulation
The Financial Conduct Authority (FCA) has made it a priority to help advisers innovate their business models to reach the middle market, chief executive Martin Wheatley said on Thursday.
29 May 2014
•
