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Your profession

Your profession

Intrinsic sent into the red by £1.7m UCIS liability

Restricted network Intrinsic Financial Planning has reported a loss after allowing for £1.7m to cover potential complaints about advice to clients to invest in unregulated collective investment schemes (UCIS).

clock 07 October 2015 •

Your profession

Technology at heart of 'affordable advice', adviser poll reveals

Technology 'extremely important' to 51% of advisers

clock 07 October 2015 •

Your profession

Professionaladviser.com - new look, new feel, new aim

Introducing the new look - and fully 'responsive' - Professionaladviser.com

clock 07 October 2015 • 2 min read

Adviser tips

Platform proficiency test: Who's pushing buttons at your firm?

‘If platforms were as intuitive as iPhones…’

clock 07 October 2015 •

Business models

Wealth manager reveals simplified advice launch

EQ Investors, the high-end investment adviser led by Bestinvest founder John Spiers, has revealed it will launch a simplified advice service at the end of the month.

clock 07 October 2015 •

Regulation

FCA under fire for lack of mandatory PII policy wording

DB transfers are PII 'hot potato'

clock 07 October 2015 •

Your profession

Cooper Parry Wealth wins firm of the year at IFP Awards

Award winners announced at gala dinner

clock 07 October 2015 •

Your profession

IFP president: 'We won't lose our unique culture'

Alan Dick addressed the IFP Conference

clock 07 October 2015 •

People

Foster Denovo sales director leaves role

No plans to fill sales director's former role

clock 07 October 2015 •

Adviser tips

Nucleus: Divide your clients by bytes, not segments

Client segmentation in the digital age

clock 06 October 2015 •
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