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Financial advice

Your profession

PFS launches consumer education website with 22,000 strong adviser database

The Personal Finance Society (PFS) has launched a website to help consumers make better informed decisions about money.

clock 24 April 2015 •

Investment

Warning advisers are operating 'blind' in FX market

Financial advisers are recommending foreign exchange (FX) providers without knowing how much their clients will be charged, according to an industry expert.

clock 24 April 2015 •

Regulation

Dear new PM: Five IFAs' election wishes

Five IFAs' election wishes

clock 21 April 2015 • 5 min read

Your profession

BACK2Y-ers' paradox problem: Selling tickets to sales' funeral

BACK2Y-ers' paradox problem: Selling tickets to sales' funeral

clock 20 March 2015 •

Investment

Advisers failing investors on fund costs - Defaqto

Three quarters of advisers are using the wrong measures to compare fund costs, giving clients an inaccurate picture of the charges eating into their returns, according to research by Defaqto.

clock 10 March 2015 •

Your profession

IFA launches divorce financial planning service

Adviser firm Westminster Wealth Management has launched a dedicated divorce service to add to its financial planning business.

clock 10 March 2015 •

Investment

Risk vs return vs retirement: A new battle in the fight for income

Risk vs return vs retirement: A new battle in the fight for income

clock 09 March 2015 •

Regulation

Ex-adviser guilty of £465k theft from vulnerable clients

A former Legal & General (L&G) adviser faces jail after being found guilty of stealing nearly half a million pounds from an elderly couple.

clock 09 March 2015 •

Investment

Spectre of £400m compensation bill looms as FSCS values Harlequin at nil

Financial advisers could be on the hook for hundreds of millions of pounds after the latest twist in the Harlequin saga in which the Financial Services Compensation Scheme (FSCS) has written down the value of the investment to nil.

clock 02 March 2015 •

Investing in the profession

Foster Denovo in 'financial planning' push to boost adviser revenue

A national advice firm has launched the final stage of its adviser development programme, designed to help advisers improve their client service and increase their revenue.

clock 18 February 2015 •
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