Your profession

Your profession

Three things your clients may call you about this week …

clock 25 November 2019 • 2 min read

Your profession

FSCS declares 11 adviser firms in default between August and October

The Financial Services Compensation Scheme (FSCS) declared 11 adviser firms in default between 1 August and 31 October.

clock 22 November 2019 • 1 min read

Your profession

SJP appoints Dame Helena Morrissey as non-executive director

St James's Place has appointed Dame Helena Morrissey to its board as a non-executive director, effective from 1 January 2020.

clock 22 November 2019 • 1 min read

Your profession

New consolidator to hoover up 12 adviser firms in national push

Eight firms partway through acquisition process

clock 21 November 2019 • 2 min read

Retirement

GE2019: Labour and Lib Dems reveal pension and tax policies

General election on 12 December

clock 21 November 2019 • 4 min read

Adviser tips

Partner Insight Video: How are advisers coping with the changing regulatory environment?

Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.

clock 21 November 2019 • 1 min read

People

Pareto bolsters its ranks with three new paraplanners

Combined five decades’ experience

clock 21 November 2019 • 1 min read

Companies

Embark Group: 'Zurich purchase was opportunistic - we have no plans to acquire anything else'

Following Zurich acquisition

clock 20 November 2019 • 1 min read

Your profession

Delays cause 'inefficiencies' in male-dominated advice sector

Clients and advisers frustrated by red tape

clock 20 November 2019 • 2 min read

Companies

Embark to acquire Zurich Retail Investment Platform and Investment Services

Undisclosed fee

clock 20 November 2019 • 2 min read