SimplyBiz managing director Matt Timmins has joined the Association of Professional Financial Advisers (APFA) board.
Worldwide Certified Financial Planner numbers (CFP) have topped 150,000 after rising by 5,500 in the last year, the owner of the certification programme has said.
Advisers have to probe clients with both ‘positive' and ‘negative' questions to meet the regulator's expectations about assessing attitude to risk, according to Zurich strategic partner specialist Andy Woollon.
The Financial Services Compensation Scheme (FSCS) said it would consider accepting claims from investors who have opted out of the Arch Cru redress scheme.
John Duffield has hired former colleague Mark Skinner as an adviser to develop Brompton Asset Management's retail business.
Mixed Investment 20-60% Shares was the best-selling sector on Cofunds in 2013, according to figures released today.
The West Bromwich building society is partnering with Towergate Financial to provide customers with independent financial planning and advice services in branch.
UK GDP rose by 0.7% in Q4, according to an initial estimate from the Office for National Statistics, with growth for the year as a whole rising at its fastest rate since 2007.
Join us for a live webinar on 29 January about tax efficient investing, with a particular focus on venture capital trusts (VCTs) and Enterprise Investment Schemes (EISs).
Legal & General (L&G) is increasing the underwriting limits across its life insurance and critical illness (CI) products among other changes to its protection proposition.