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Your profession

Your profession

Skipton sets aside £9m to deal with investment advice problems

Advisory firm Skipton Financial Services (SFS) has set aside around £9m to cover costs associated with a review into its investment advice which identified documentation issues in a number of cases.

clock 28 August 2013 •

Your profession

Forty Two WM gives clients more choice after consumer research

Forty Two Wealth Management principal Alan Dick has pledged to change the way he presents his proposition after research suggested consumers are more likely to commit to an offering if they have been offered a choice.

clock 28 August 2013 •

Regulation

PFS' Keith Richards reveals advisers' biggest problem

Chief executive of the Personal Finance Society (PFS) Keith Richards has revealed the problem that is infuriating advisers most.

clock 27 August 2013 •

Regulation

Steve Young: RDR just a 'staging post' before more regulation

STEVE YOUNG

clock 27 August 2013 •

Your profession

Five things clients will call you about this week

FIVE THINGS

clock 27 August 2013 •

Regulation

Oxford Risk launches online risk profiling tool

Oxford Risk, a spinout of the University of Oxford, has developed an online risk profiling service that gives investors and advisers access to professional risk assessments.

clock 27 August 2013 •

Your profession

Bellpenny signs up to Zurich platform

National advisory firm Bellpenny has selected insurer Zurich as its lead integrated platform provider.

clock 23 August 2013 •

Individual Protection

CPP tycoon brands £1.3bn mis-selling compensation 'ridiculous'

A businessman who amassed a £100m fortune through mis-selling credit card protection products showed contempt for the seven million affected victims yesterday.

clock 23 August 2013 •

Your profession

Talking shop: How to attract business owners as clients

MASTERCLASS

clock 22 August 2013 •

RDR

Cutting it? The future of trail commission

TRAIL COMMISSION

clock 22 August 2013 •
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