Regulation

Advisers have expressed concerns over plans to permit Certified Financial Planners to add the Chartered Wealth Manager designation by taking an online ethics exam, should a proposed merger between the Institute of Financial Planning (IFP) and Chartered...

The Financial Conduct Authority (FCA) has decided Europe-wide rules on recording client consultations do not require UK financial advisers to tape face-to-face meetings to prove they are acting in clients' best interests.

Rathbone Unit Trust Management chief executive Mike Webb has urged advisers to consider the sustainability of fund performance when doing their due diligence, as he warned there is "still too much herding" going on in the market.

The City's two watchdog's the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA) have publicly censured the Co-operative Bank failings including hiding the truth about its capital position.

Generalist advisers will be put under pressure by cheap automated alternatives as consumers increasingly question the value of advice, online adviser Wealth Horizon has said.

Our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI

‘Membership message was being lost’: Former IFP president Marlene Outrim’s verdict on CISI merger

The Money Advice Service (MAS) is helping to launch a £700,000 fund to trial ways children as young as three years old can be taught the tools and information they need to manage their money later in life.

The Money Advice Service (MAS) made a loss of £786,000 last year and has confirmed it will not return any capital to the industry.