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Your profession

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 •

Regulation

Adviser numbers up 5%, official figures show

The number of financial advisers operating in the UK has increased 5% in the last year as the industry edges closer to pre-Retail Distribution Review (RDR) levels, according to the latest data.

clock 18 November 2015 •

Regulation

Adviser faces court fight with lead generation firm

A financial adviser is poised for a legal showdown with a controversial lead generation firm employing a banned IFA, after he said it failed so dramatically to provide the advertised service it amounted to "deception and fraud".

clock 18 November 2015 •

Your profession

Adviser noticeboard: Post-it note size stuff for IFAs

Key upcoming events for the discerning adviser

clock 16 November 2015 •

Companies

Revealed: The shortlist for the Professional Adviser Awards 2016

More than 120 firms, people or products vying for 20 important awards...

clock 16 November 2015 •

Income

Delicate conversation: Why putting LPAs in place for clients matters

The adviser's role in establishing LPAs

clock 16 November 2015 •
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