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Your profession

Retirement

Adviser noticeboard: Post-it note size stuff for IFAs

It's Professional Adviser's weekly heads-up on the key quotes, events, hires, and other bits for professional financial advisers...

clock 23 November 2015 •

People

Zurich intermediary sales director exits after seven years

Richard Howells to leave provider

clock 23 November 2015 •

Regulation

Towergate regulatory costs near £9m as FCA advice probe continues

Group retains liabilities for now-sold-off advisory unit Towergate Financial

clock 23 November 2015 •

Charging

The magic number: Consumers see £121k as advice tipping point

Conversely, advisers see £30k as viable sum to trigger advice

clock 23 November 2015 •

Investment

Veteran investor Jim Slater passes away

Former co-head of Slater Walker

clock 20 November 2015 •

Regulation

Adviser claims victory in Cape Verde pension claw-back

Pension was invested in unregulated property scheme

clock 19 November 2015 •

Companies

SimplyBiz creates role for IFP director and poaches from Tenet

A former director of the Institute of Financial Planning (IFP) has joined adviser support services provider SimplyBiz in a senior management role.

clock 19 November 2015 •

Your profession

Brits amongst most financially literate, global survey finds

The UK has outscored most European countries including Germany and Switzerland in the financial literacy of its population, according to a recent global survey.

clock 19 November 2015 •

Regulation

Is auto-enrolment the success story we think it is?

'Real test still to come'

clock 19 November 2015 • 7 min read

Business models

Adviser tech real threat not robo-advice, specialist warns

Advisers' use of technology and robo-advice are separate issues and commentators touting the end of traditional advice should be careful to distinguish between the two, a technology expert has said.

clock 19 November 2015 •
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