Feature

Our weekly heads-up on events, jobs, hires plus other bits and bobs for professional financial advisers...

The FCA's five key tests for investment advice

The New Model Business Academy's Lee Travis reveals how to strike a balance

Why Russell Investments' Mayank Markanday Googled 'Zumanjaro'

Fidelity's Dan Roberts is on the hunt for the next generation of dividend aristocrats...

Fancy a slice of the property pie?

Why Schroders' multi-manager head Marcus Brookes finds a dearth of bearish managers unsettling

How the platform price war is affecting advisers

On June 11th Retirement Planner held its inaugural Forum and Awards at Le Meridien Piccadilly in London.

In the first of four instalments of in-depth research into the retirement planning market Helen Morrissey looks at the challenges and opportunities facing advisers operating in this market.