Aberdeen financial planning firm Money Plan-it will provide complimentary 30-minute retirement planning sessions as part of Financial Planning Week.
Derbyshire-based financial planners, Freedom Financial Planning, is to offer free financial advice to a local school in aid of Financial Planning Week.
Seven Wales-based firms will offer free financial guidance as part of Institute of Financial Planning's (IFP) Financial Planning Week.
The Question of Trust campaign will go on despite its founder pulling out after failing to get the incoming Financial Conduct Authority (FCA) on board.
The seemingly "endless" list of industry qualifications such as the ISO22222 and the BS8577 are becoming a "cash cow" and are "unnecessary", says one adviser.
The Financial Planning Standards Board (FPSB) has been approved as an affiliate member of the International Organisation of Securities Commissions (IOSCO), the standard setter for global securities markets.
Bournemouth-based MFP Wealth Management is the first advisory firm to have been awarded the BS8577, a certificate demonstrating the firm has attained operational excellence as defined by the British Standards Institute.
Venture capital trusts (VCTs) and enterprise investment schemes (EISs) are to fall under the Financial Services Authority's (FSA's) upcoming guidance on unregulated collective investments schemes (UCIS).
The Financial Planning Standards Board (FPSB) has named Barry Horner as its board chairman of the FPSB council for 2014.
Life company Axa has accused financial planner and former Institute of Financial Planning (IFP) president Marlene Shalton of client solicitation.