IFP

The pick of this week's articles on IFAonline.co.uk...

Dunham Financial Services managing director Rebecca Taylor has been elected as vice-president of the Institute of Financial Planning (IFP).

PARAPLANNERS

The Financial Services Authority (FSA) has warned that firms must make sure any rebalancing of clients' portfolios is "entirely mechanical" unless they have discretionary permissions.

The Financial Services Authority (FSA) has told paraplanners they should challenge their financial advisers on suitability letters to help meet regulatory requirements and improve relationships with clients.

The British Standards Institute (BSI) has launched a new standard for financial advice that it hopes will boost consumer confidence.

The Institute of Financial Planning has announced that four more firms are to join its Accredited Financial Planning Firms register.

The Institute of Financial Planning (IFP) has launched a campaign designed to raise awareness of the benefits of financial planning to the general public.

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