Firms are "cautiously optimistic" about the future, according to the Institute of Financial Planning (IFP), though some are still struggling to implement changes to their back office systems post-Retail Distribution Review (RDR).
Thousands of advisers have yet to obtain their mandatory statement of professional standing (SPS), according to figures from accredited bodies.
Industry veteran Phil Billingham has criticised restricted firms for peddling independence "myths".
The Institute of Financial Planning (IFP) has changed its certified financial planner (CFP) certification process by adding a written examination to the existing case study component.
After a lot of wasted time talking about exams and regulation there is finally an "acceptance of reality" by advisers regarding the Retail Distribution Review (RDR), Nick Cann has said.
Dennis Hall, the director of Yellowtail Financial Planning, is to chair his last meeting of the London Institute of Financial Planning (IFP) group this evening before stepping down from the role.
The risk a triple-dip recession could hit people's finances is a big worry to about a quarter of consumers, research from the Institute of Financial Planning (IFP) has revealed.
People have little awareness of the Retail Distribution Review (RDR) despite grasping the importance of financial planning, research has found.
Cheshire-based IFA Poppy Red is to broadcast a series of four webinars aimed at bringing to principles of financial planning to the wider public.