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Your profession

Adviser tips

The Holy Grail: How to make getting referrals easy

Inspire marketing consultant Carrie Bendall reveals how to achieve this time and again.

clock 01 May 2014 •

Pensions

Standard Life's annuity sales tumble 50% in wake of Budget changes

Standard Life has said its annuity business has fallen by half following changes to the rules around retirement announced in last month's Budget.

clock 30 April 2014 •

Your profession

Towry acquires Baker Tilly advice business

Wealth adviser Towry has bought the assets of Baker Tilly's private client financial advice and investment management business for an undisclosed sum.

clock 29 April 2014 •

Your profession

St James's Place new business up 20% after strong first quarter

St James's Place (SJP) has reported a strong first quarter with total new single investments of £1.8bn, an increase of 22% on the same period last year.

clock 29 April 2014 •

Regulation

Two AFH Financial firms on FSCS list of defaults

Two IFA businesses acquired by listed IFA AFH Financial in 2012 have featured on the Financial Services Compensation Scheme's (FSCS) latest list of defaulted firms.

clock 28 April 2014 •

Your profession

Royal London brings D2C offering to the masses with TV ad campaign

Royal London is embarking on its first television advertising campaign in over a decade in order push it's direct to consumer (D2C) offering to the public.

clock 28 April 2014 •

Regulation

Debt management firms blur boundary between advice and sales, finds FCA report

A report commissioned by the Financial Conduct Authority (FCA) has accused debt management companies (DMC) of blurring the boundaries between financial advice and sales and pressurising consumers to opt for their products.

clock 27 April 2014 •

Regulation

Sir Anthony Holland steps down after decade as Complaints Commissioner

The Bank of England (BoE) and Financial Conduct Authority (FCA) have appointed Antony Townsend as Complaints Commissioner, replacing Sir Anthony Holland whose term of office ends this month after almost a decade.

clock 25 April 2014 •

Regulation

Arch Cru: When (and why) advice claims are rejected by the FOS

The Financial Ombudsman Service (FOS) has rejected five out of 43 claims at decision stage against advice to invest in Arch Cru since it started publishing complaints decisions last April, its data has shown.

clock 25 April 2014 • 4 min read

Regulation

Three quarters of IFAs determined to stay independent - survey

Around three quarters of IFAs plan to stay independent despite a tougher stance from the regulator on the definition of independent advice, according to an industry survey.

clock 24 April 2014 •
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