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Your profession

Your profession

Lighthouse renews several affinity advice contracts

Lighthouse Group has renewed a number of contracts with trade or professional bodies to be their preferred provider of financial advice.

clock 07 September 2015 •

Your profession

Three things clients will call you about this week

...clients will call you about this week

clock 07 September 2015 •

Adviser tips

Marketing Metrics

clock 04 September 2015 •

TCF

FCA tweaks suitability rules on offshore life insurance bonds

The Financial Conduct Authority (FCA) is planning to update its rules for retail clients advised to buy offshore life insurance bonds, affording them greater protection.

clock 04 September 2015 •

Regulation

FCA proposes new approved qualification

The Financial Conduct Authority (FCA) wants to add an undergraduate degree in financial planning to its list of approved qualifications.

clock 04 September 2015 •

Your profession

AFH seeks to buy third of former director's shares for £250k

IFA consolidator AFH Financial is set to purchase more than 160,000 shares from the firm's former chief investment officer, who recently left the business.

clock 04 September 2015 •

Your profession

IFP to announce CISI merger decision on Monday

The Institute of Financial Planning (IFP) is to announce its decision on whether or not to merge with the Chartered Institute for Securities & Investment (CISI) on Monday 7 September, following a four-week consultation with members.

clock 04 September 2015 •

Regulation

FCA to include scam firms in relaunch of official register

The City regulators will launch a new Financial Services Register to make it easier to find information on those they regulate - including scam firms for the first time.

clock 04 September 2015 •

Regulation

Personal Touch hikes member fees after 38% regulatory levy rise

Adviser network Personal Touch Financial Services has written to members informing them of a planned fee increase after suffering what it called "indiscriminate" increases to its regulatory costs.

clock 04 September 2015 •

Your profession

Lighthouse agrees advice deal with teachers' union

National advice firm Lighthouse Group has entered an 'affinity' contract with the Association Of Teachers and Lecturers (ATL), gaining it access to 170,000 prospective new clients.

clock 03 September 2015 •
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