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Your profession

Companies

AFH acquires assets of CRS Financial Planning

Deal adds £25m to AFH's funds under management

clock 03 October 2016 • 1 min read

Your profession

How well is the CISI doing with the spirit of financial planning?

CISI financial planning conference kicks off today

clock 03 October 2016 • 5 min read

Your profession

Three things your clients may call you about this week ...

What made financial headlines over the weekend?

clock 03 October 2016 • 4 min read

Regulation

Govt mulls dropping advice requirement on expat pension transfers

Retirees at risk

clock 30 September 2016 • 3 min read

Regulation

Investment trusts avoid automatic 'complex' definition under MiFID II

Welcomed by the AIC

clock 30 September 2016 • 2 min read

Regulation

FCA plans to replace RDR 'independence' standard

RDR definition 'too difficult' to achieve, respondents to consultation said

clock 29 September 2016 • 3 min read

Your profession

CISI level 4 Financial Planning & Advice exam gains FCA approval

Confirms exam meets needs of those advising on FCA activities 4 and 6

clock 29 September 2016 • 1 min read

Regulation

MiFID II prep to cost firms £1.6bn, says report

Surveyed investment banks and asset managers

clock 29 September 2016 • 2 min read

Regulation

FCA sharpens focus on adviser hospitality

'Excessive' use of non-monetary benefits found

clock 29 September 2016 • 2 min read

People

Ex-BlackRock manager Mark Lyttleton charged with insider dealing

Investigation pending since 2013

clock 29 September 2016 • 1 min read
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