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Your profession

Your profession

Adviser noticeboard: Post-it note size stuff for IFAs

Post-it note size stuff for IFAs and paraplanners

clock 07 September 2015 •

Your profession

IFP board votes 'yes' to CISI merger

The Institute of Financial Planning (IFP) board has voted to proceed to the next stage of its proposed merger with the Chartered Institute for Securities & Investment (CISI), despite misgivings from some members.

clock 07 September 2015 •

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 •
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