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Your profession

The advice/guidance boundary review: More shades of grey?

Regulation

The advice/guidance boundary review: More shades of grey?

'The feedback to the FCA is clear: rules are preferred to guidance'

clock 09 April 2024 • 4 min read
FCA revokes British Steel-linked advice firm's authorisation

Companies

FCA revokes British Steel-linked advice firm's authorisation

Investigating advice given prior to July 2019 from director Kathryn Brown

clock 09 April 2024 • 1 min read
SimplyBiz integrates LGIM MPS into risk-controlled range

Your profession

SimplyBiz integrates LGIM MPS into risk-controlled range

For ‘improved adviser efficiency and suitability of consumer outcomes’

clock 09 April 2024 • 1 min read
FSCS recovers more than £54m from failed providers

Your profession

FSCS recovers more than £54m from failed providers

Lifeboat fund says it is committed to pursuing best outcomes for customers

clock 09 April 2024 • 1 min read
Ex-SJP CEO Andrew Croft misses out on annual bonus

Your profession

Ex-SJP CEO Andrew Croft misses out on annual bonus

The wealth manager's annual report reveals

clock 08 April 2024 • 1 min read
Advisers shift away from recommending bonds for clients

Your profession

Advisers shift away from recommending bonds for clients

Just over one third of advisers would recommend onshore bonds

clock 08 April 2024 • 1 min read
St James's Place to offer adviser virtual reality training through CII

Your profession

St James's Place to offer adviser virtual reality training through CII

SJP now piloting two VR empathy and vulnerability face-to-face sessions

clock 08 April 2024 • 2 min read
Editor's View: A very happy new (financial!) year to you

Adviser tips

Editor's View: A very happy new (financial!) year to you

The editor's Friday Night Takeaway from 5 April

clock 05 April 2024 • 1 min read
Three top tips for spotting and supporting vulnerable clients

Your profession

Three top tips for spotting and supporting vulnerable clients

Rather than directly a more nuanced approach is recommended

clock 05 April 2024 • 4 min read
PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

Your profession

PA Working Lunches: Live in Chester, Cambridgeshire, Bristol

A look ahead at the upcoming live regional lunch CPD events

clock 05 April 2024 • 1 min read
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