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FCA warns about advice 'influencers' with new social media proposals

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FCA warns about advice 'influencers' with new social media proposals

New guidance aimed at combatting illegal financial promotions

clock 17 July 2023 • 3 min read
Kingswood-owned DFM IBOSS surpasses £2bn in assets under influence

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Kingswood-owned DFM IBOSS surpasses £2bn in assets under influence

The asset manager benefits from a ‘larger team’

clock 17 July 2023 • 1 min read
LTA removal spurring more contributions and retirement delays

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LTA removal spurring more contributions and retirement delays

Chancellor Jeremy Hunt confirmed the abolishment of the LTA in March

clock 17 July 2023 • 2 min read
Swansea firm Portfolio Financial Consultancy acquired by Ascot Lloyd

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Swansea firm Portfolio Financial Consultancy acquired by Ascot Lloyd

Acquisition of the firm announced on its website and LinkedIn last week

clock 17 July 2023 • 1 min read
Editor's View: The FCA and a 'lighter touch' on regulation

Adviser tips

Editor's View: The FCA and a 'lighter touch' on regulation

The editor's Friday Night Takeaway from 14 July

clock 17 July 2023 • 1 min read
Platforms quizzed by FCA on Consumer Duty preparation

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Platforms quizzed by FCA on Consumer Duty preparation

30 platforms given days before the Consumer Duty deadline to respond

clock 14 July 2023 • 1 min read
The FCA's questions to investment platforms on their cash margins

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The FCA's questions to investment platforms on their cash margins

Platforms must respond to the FCA’s letter by 27 July

clock 13 July 2023 • 3 min read
How to advise clients following a dementia diagnosis

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How to advise clients following a dementia diagnosis

Exploring capacity tests and LPAs in relation to dementia

clock 13 July 2023 • 4 min read
Pandemic early retirees more likely to face poverty, IFS finds

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Pandemic early retirees more likely to face poverty, IFS finds

Workforce leavers in 2020-21 more likely to have been 'forced' into early retirement

clock 13 July 2023 • 3 min read
Defaqto debuts fund and product comparison Consumer Duty offering

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Defaqto debuts fund and product comparison Consumer Duty offering

‘Consumer Duty Profiles’ to appear imminently in adviser software

clock 13 July 2023 • 1 min read