Regulation

Adviser network Personal Touch Financial Services is requiring advisers who want to give retirement advice post pensions freedom to attain a new retirement-specific top-up exam.

Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".

Investment giant BlackRock has acquired US robo-advice business FutureAdvisor, through which it plans to reach out to the "mass affluent".

Why advice firms need a social media compliance policy

It's all in the details: Three steps to insistent client heaven

Pension transfer requests out of defined benefit (DB) schemes doubled post pension freedoms, according to research from one provider.

A persistent lack of awareness among consumers around spotting pension scams and finding financial advice has raised concerns about whether consumer education campaigns are working.

Positive Solutions has reappeared in the Financial Ombudsman Service's (FOS) list of the top five most complained about advice firms.

Should advisers include 'cost of regulation' in fees breakdown?

Are providers cutting advisers out of the group personal pension process to pocket the difference in charges? And is there anything wrong with that?