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Financial advice

Investment

Consolidator AFH Financial acquires advice firm for £1.7m

Consolidator AFH Financial has acquired Kidderminster-based advice firm K.L. Plester Financial Services for £1.7m.

clock 10 February 2015 •

Your profession

Advisers unafraid Standard Life is back on their turf

Advisers have reacted to Standard Life's return to advice with a mix of indifference and a sense of history repeating itself

clock 09 February 2015 •

Your profession

Perfect planning or professional elitism? The lowdown on the BACK2Y conference

Perfect planning or professional elitism? The lowdown on the provider-free conference

clock 04 February 2015 •

Your profession

Provider-free adviser conference returns for a second year

An alternative conference for advisers at which product providers are banned returns this year after the success of its inaugural event.

clock 02 February 2015 •

Your profession

Hundreds of advisers to offer pro-bono sessions to stir public's interest

Advisers registered with IFA directory Unbiased are to offer free introductory advice sessions to consumers in a bid to stir interest in advice.

clock 28 January 2015 •

Your profession

National IFA's adviser numbers sink by 64% since 2009

National IFA Positive Solutions has seen its adviser numbers tumble 64% in the last five years, though the level of departures seems to have stabilised.

clock 27 January 2015 •

Investment

With markets like this, what's an investment adviser to do?

With markets like these, what's an investment adviser to do?

clock 26 January 2015 •

Regulation

FCA outlines approach to 'decision tree' investment distribution models

The Financial Conduct Authority (FCA) has provided what it hopes is further clarity on the boundaries of advice and information when building decision tree based investment models, following concerns about the clarity of its initial suggestions.

clock 22 January 2015 •

Regulation

FCA tweaks guidance on what constitutes 'advice'

The Financial Conduct Authority (FCA) has set out its final definitions of regulated advice and personal recommendations in retail investment, in a move it hopes will help firms develop 'low cost' distribution models with confidence.

clock 22 January 2015 •

Regulation

Advisers charging more post-RDR despite lower product prices

Advisers are charging clients more post-Retail Distribution Review (RDR), despite falling product prices, a consultancy hired by the Financial Conduct Authority (FCA) has found.

clock 16 December 2014 •
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