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Regulation

RDR

IFP adds written exam to CFP certification

The Institute of Financial Planning (IFP) has changed its certified financial planner (CFP) certification process by adding a written examination to the existing case study component.

clock 03 January 2013 •

Economics / Markets

MPs: Sants knighthood reveals 'disease' in honours system

A pair of MPs have criticised the decision to award a knighthood to Hector Sants, the former chief executive of the Financial Services Authority (FSA).

clock 03 January 2013 •

Your profession

Restricted giants criticised for 'lack of transparency'

The UK's biggest advice firms have been accused of failing to adequately inform potential clients whether they provide independent or restricted advice.

clock 03 January 2013 •

Regulation

Five things clients will call you about this week

FIVE THINGS

clock 02 January 2013 •

Regulation

Arch Cru victims unlikely to get global funds settlement

Investors embroiled in the CF Arch Cru funds scandal are unlikely to benefit from a global compensation settlement, despite several MPs campaigning on their behalf, one key minister had said.

clock 02 January 2013 •

Regulation

APFA demands more product producer responsibility

The Association of Professional Financial Advisers (APFA) is calling for more product manufacturer responsibility when marketing materials are relied on by investors and advisers.

clock 02 January 2013 •

RDR

SIFA to welcome 'restricted' independents

SIFA, a body aimed at promoting collaboration between solicitors and independent financial advisers, has clarified its membership eligibility rules to reflect changes to the definition of IFA.

clock 02 January 2013 •

Regulation

MoJ shuts 209 claims management firms in six months

The Ministry of Justice (MoJ) closed more than 200 claims management companies in a six-month period as part of a crackdown, figures show.

clock 02 January 2013 •

Investing in the profession

Mr Motivated: advisers on why they get out of bed in the morning

WHY WE DO IT

clock 20 December 2012 •

RDR

My RDR journey: five years of struggle

RDR

clock 20 December 2012 •
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