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Your profession

Your profession

Adviser noticeboard: Post-it note size stuff for professionals

Our weekly heads-up on the key stories, events and other bits for professional advisers...

clock 04 October 2015 •

Companies

Old Mutual advice push raises client poaching fears

Old Mutual Wealth's (OMW) decision to launch a national advice firm has raised the spectre that the fund giant will leverage the mass of data it holds on its investors to poach clients from other advisers.

clock 02 October 2015 •

Tax Planning

Looming advice firm default could dump £65m of claims on FSCS

The Financial Services Compensation Scheme (FSCS) could face paying out tens of millions of pounds linked to claims of bad advice to invest in film and property schemes, as an advice firm teeters on the brink of default.

clock 02 October 2015 •

Companies

Old Mutual Wealth in advice push

Adviser network Intrinsic and its parent company Old Mutual Wealth (OMW) are to launch a national advice business aimed at the "underserved segments" of the market.

clock 02 October 2015 •

Retirement

Show me the money: Pensions freedom is far from straightforward

Sheriar Bradbury sees it from the provider's point of view

clock 01 October 2015 •

Business models

'Restricted means nothing': Industry reacts to Hargreaves advice shift

Hargreaves Lansdown moves to restricted advice model

clock 01 October 2015 •

Your profession

Aberdeen UK Platform Awards: All the photos from the night

Aberdeen UK Platform Awards: All the photos from the night

clock 01 October 2015 • 3 min read

Investment

The strange case of 9% 'guaranteed' returns, Thai QROPS and who is in image #56518846?

What happens when you follow the investment rabbit down the internet hole?

clock 01 October 2015 •

Technology

PFS CEO Keith Richards: Time to focus on quantity not just quality

Robo-advice should be embraced by advisers as a complementary tool to help them - and not a threat - according to chief executive of the Personal Finance Society Keith Richards.

clock 01 October 2015 •

Technology

Fintech expert calls for urgent reform of '20th century FOS'

The Financial Ombudsman Service needs to be reformed if robo-advice is to stand a chance of flourishing in the UK, a technology expert has told the regulator.

clock 01 October 2015 •
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