News

People

Montanaro hires from Columbia Threadneedle as it targets IFA market

Previously focused on institutional business

clock 18 January 2018 • 1 min read

Your profession

New directory AdviserBook drops all fees for 2018

‘Inviting everyone to claim their profile’

clock 18 January 2018 • 1 min read

Regulation

European regulator weighs CFD crackdown after FCA warning

Considering measures to protect retail investors

clock 18 January 2018 • 3 min read

Investment

IFA targets lost RDR clients with white-label non-advised robo service

FinchTech is managed and developed by TAM Asset Management

clock 17 January 2018 • 2 min read

Regulation

FCA bans ex-adviser after fraud conviction

37 counts of fraud

clock 17 January 2018 • 1 min read

Your profession

Advisers must prioritise GDPR staff training, warns Intelliflo

E-learning an option

clock 17 January 2018 • 2 min read

Investment

Bordier teams up with Dynamic Planner on five risk-targeted portfolios

Risk profiles three to seven

clock 17 January 2018 • 1 min read

Technology

Scalable Capital adds face-to-face advice alongside online service

Currently has £600m AUM

clock 17 January 2018 • 1 min read

Retirement

DB transfer values consistently high during 2017

Up £2,000 from final 2016 figure

clock 17 January 2018 • 2 min read

Your profession

Investec and Incisive back 'Pedal the Pond' mental health initiative

To raise awareness

clock 17 January 2018 • 3 min read