Independent risk warning could indemnify adviser against possible claim, body suggests
Carbon Financial Partners picks up the corporate award
PFS launches series of adviser workshops
Robo-advice should be embraced by advisers as a complementary tool to help them - and not a threat - according to chief executive of the Personal Finance Society Keith Richards.
The Personal Finance Society (PFS) has named Chartered financial planner and managing director of Phoenix Wealth Management Brendan O'Ciobhain as president for 2015/16.
Should advisers include 'cost of regulation' in fees breakdown?
A merger between the Institute of Financial Planning (IFP) and Chartered Institute for Securities & Investment (CISI) could see the launch of a QCF Level 4 financial planning qualification.
The Chartered Insurance Institute (CII) has removed the requirement to sit an exam on its senior management qualification for financial planners (AF6).
PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI
Director at Lloyds Banking Group Robert Fletcher has been elected as the Chartered Insurance Institute's (CII) new president.