A PFS member director has apologised for the "mistake" the body made teaming up with St James's Place (SJP) to create a vulnerable client qualification, and offered a behind-the-scenes look at the situation.
In September, the Chartered Insurance Institute (CII) - of which the Personal Financial Society (PFS) is part - launched a vulnerable client qualification exclusive to SJP partners and advisers. The...
No change in the 'near term'
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
Eight employees per year
The Christmas general election of 2019 will soon be upon us and so, here, Jonathan Simmons explores the parties' inheritance tax plans...
New regime rolled out today
First of a number of acquisitions
TVI lowest in more than a year