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Your profession

Your profession

Outsourcing: Are model portfolios a viable route?

Model portfolios offer one solution for advisory firms looking to outsource the investment function...

clock 24 March 2014 •

Regulation

Five things clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend

clock 24 March 2014 •

Your profession

NS&I awards £1m jackpot advice contract to IFA

Matrix Capital, a Shrophire-based advisory business, has been awarded the contract to provide financial advice services to winners of the National Savings & Investments (NS&I) monthly Premium Bonds £1m jackpot prize.

clock 24 March 2014 •

Your profession

Bank adviser avoids jail despite £200k client theft

An adviser working for Lloyds Bank has avoided a jail sentence despite stealing more than £200,000 from elderly clients to fuel his gambling habit.

clock 24 March 2014 •

Regulation

Tenet: Most advisers will need consumer credit licence

Network and support services operator Tenet has warned that most advisers will fall into the remit of the consumer credit licence, meaning they will need to obtain one before the Financial Conduct Authority (FCA) takes over regulation of the market in...

clock 21 March 2014 •

Your profession

Taking a holistic approach to retirement

Nigel Orange highlights the importance of taking a holistic approach to retirement planning

clock 21 March 2014 •

Your profession

Lighthouse signs further affinity contracts

National advice firm Lighthouse Financial Advice (LFA) has signed a new two-year contract to provide financial planning advice to members of benefits manager Parliament Hill.

clock 21 March 2014 •

Your profession

Four weddings and a funeral: The unseen side of financial advice

The unseen side of financial advice

clock 20 March 2014 • 11 min read

Regulation

'Independent state of mind' - the FCA's guide to good and bad practice

"Independence is a state of mind - you just need to keep an open mind and consider all the options", the Financial Conduct Authority (FCA) said as it summed up the findings of its latest post-Retail Distribution Review (RDR) research.

clock 20 March 2014 • 9 min read

Your profession

Bellpenny completes biggest acquisition to date

National wealth manager and IFA acquirer Bellpenny has completed its biggest acquisition to date with the purchase of MDM Associates, adding a further £322m to its funds under management (FUM).

clock 20 March 2014 •
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