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Your profession

IFP launches annual award for financial planning firms

The Institute of Financial Planners (IFP) has launched a new annual award to recognise the leading accredited financial planning firm of the year.

clock 06 June 2013 •

Investment

Morningstar Conference: measuring your adviser's 'gamma'

After alpha and beta, gamma can measure the value that professional advice adds to your investment returns.

clock 06 June 2013 •

Regulation

What to expect from the FCA's business risk assessments

RISK ASSESSMENTS

clock 06 June 2013 •

Your profession

Time to get professional with estate planning

ESTATE PLANNING

clock 06 June 2013 •

Your profession

Tech review: Mark Polson on Plum Software

SOFTWARE

clock 06 June 2013 •

Adviser tips

Five questions every forward-thinking firm should ask

TRENDS

clock 06 June 2013 •

Adviser tips

Relationship breakdown? How to keep client complaints in-house

COMPLAINTS

clock 06 June 2013 • 3 min read

Regulation

Sesame: FCA fine will not make us raise membership fees

IFA network Sesame has said it remains in a 'strong' financial position and will not increase its membership fees because of today's £6m fine for failings relating to advice given on Keydata products.

clock 05 June 2013 •

Regulation

APFA appoints Hannant director general

The Association of Professional Financial Advisers (APFA) has appointed Chris Hannant as its new director general.

clock 05 June 2013 •

Regulation

FCA fines Sesame £6m for Keydata advice failings

The Financial Conduct Authority (FCA) has fined Sesame Limited £6,031,200 for failures in relation to Keydata advice.

clock 05 June 2013 •
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