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Your profession

Regulation

FCA adds former Goldman Sachs MD to supervision unit

The Financial Conduct Authority (FCA) has appointed former Goldman Sachs managing director James Kelly as an adviser in its wholesale banking and investment management division within the supervision unit.

clock 07 February 2014 •

Your profession

Positive Solutions finance director exits after Instrinsic buy-out

Positive Solutions finance director Lisa Lockey is leaving the group almost six months since its acquisition by Intrinsic Financial Services.

clock 07 February 2014 •

Your profession

Financial planners anticipate new business boom

Most financial planners - defined as those with the certified financial planner (CFP) designation - expect to see client numbers rise over the coming years, a global survey has shown.

clock 06 February 2014 •

Adviser tips

Is it time to introduce a self-directed proposition to your business?

It may seen counter-intuitive, but a direct proposition may be what your business needs

clock 06 February 2014 •

Your profession

How to measure value

VALUE

clock 06 February 2014 • 4 min read

Tax Planning

Refresher course: A handy guide to QNUPS and QROPS

Everything you need to know about transferring pensions abraod

clock 06 February 2014 •

Adviser tips

So, what can advisers accept from providers?

Examining what final FCA guidance on inducements and conflicts of interest means for advisers...

clock 06 February 2014 •

Adviser tips

Crowdfunding: Trial and regulation

Will regulation make crowdfunding more adviser-friendly?

clock 05 February 2014 •

Adviser tips

Lone rangers: Thinking about going directly authorised?

Are advisers better off directly authorised?

clock 05 February 2014 •

Regulation

Money Advice Service reports growing customer base

The Money Advice Service (MAS) has reported a steadily growing customer base in the last year, and said it had reached ten million contacts by the end of 2013.

clock 05 February 2014 •
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