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Your profession

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 •

Your profession

Godfrey: I see no problem backing both consumer and industry

Ousted IA chief plans investment management role

clock 16 November 2015 •

Wrap/platforms

Platform pricing: What's the cost of two bananas between friends?

Price is a measure but not the best comparison some would have you believe

clock 13 November 2015 •

Business models

Client satisfaction: Why professional tie-ups trump robo-advice

Comprehensive personal service results in happy clients

clock 13 November 2015 •

Regulation

MAS directory prompts 9,000 to seek out advisers

Over 9,000 people have clicked on an adviser's contact details after using the Money Advice Service's (MAS) adviser directory.

clock 13 November 2015 •

Companies

Intrinsic CEO Richard Freeman to step down

The chief executive of Old Mutual Wealth's adviser network Intrinsic, Richard Freeman, is to step down.

clock 12 November 2015 •

Regulation

FCA: 'Culture is in danger of becoming a buzz term'

Firms' culture is in danger of becoming merely regulatory and "yet another catchphrase" if they fail to see beyond their systems and controls, the Financial Conduct Authority's (FCA) new director of enforcement and market oversight has said.

clock 12 November 2015 •

Regulation

FCA sets aside £400k for FAMR staff cost

The Financial Conduct Authority (FCA) has set aside £400,000 to cover the man hours it expects to spend on its joint work with the Treasury, the Financial Advice Market Review (FAMR).

clock 11 November 2015 •

Retirement

Adviser noticeboard: Post-it note size stuff for IFAs

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

clock 09 November 2015 •
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