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News

Your profession

Succession adds £520m FUM through quadruple acquisition

Total consideration of £20.6m

clock 02 August 2017 • 1 min read

Regulation

FCA insistent client proposals won't lessen DB transfer risks, advisers warn

FCA published new five step guidance

clock 01 August 2017 • 2 min read

Investment

Five ex-Towry colleagues set up boutique wealth manager Lockhart

Led by CEO Jon Bowes

clock 01 August 2017 • 1 min read

Regulation

Guidance clients set to receive FOS and FSCS protection

FCA proposals published as part of FAMR

clock 01 August 2017 • 2 min read

Regulation

TPR toughens up on AE compliance

In line with firms' staging dates

clock 01 August 2017 • 1 min read

Companies

LEBC opts for direct FCA authorisation

Used to be AR of Tenet

clock 01 August 2017 • 1 min read

Regulation

FCA outlines five steps for handling insistent clients

Proposes to have separate suitability reports

clock 01 August 2017 • 2 min read

People

Investec poaches financial planning directors from Rathbones

For Liverpool and Manchester offices

clock 01 August 2017 • 1 min read

Your profession

PFS rebrands as part of CII revamp strategy

To show a united front

clock 01 August 2017 • 2 min read

Companies

Later Life Academy teams up with ERC in bid to boost membership

New training events launched

clock 01 August 2017 • 2 min read
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