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Financial advice

Pensions

PFS chief: We need advice models we've never seen before

Financial advisers are willing and able to break through the "perceived barriers" to at-retirement advice by inventing simpler offerings, chief executive of the Personal Finance Society (PFS) Keith Richards has said.

clock 11 November 2014 •

Your profession

Advisers go pro bono for financial planning week

Financial advisers have signed up to offer free financial planning surgeries to consumers later this month as part of an annual initiative.

clock 11 November 2014 •

Regulation

Revealed: Latest list of FSCS Keydata lead defendants

Professional Adviser has obtained the latest list of advice firms being pursued as lead defendants by the Financial Services Compensation Scheme (FSCS) in relation to Keydata sales.

clock 07 November 2014 •

Regulation

FCA: Switch from industry to profession now rests with advisers

The framework for an advice profession has been clearly established by the regulator and professional bodies, it is now up to advisers to make the leap, Rory Percival told delegates.

clock 07 November 2014 •

Regulation

Half of retirees to seek professional advice, research

Almost half of consumers due to retire within the next decade will be seeking help from regulated financial advisers, research claims.

clock 31 October 2014 •

Alternative Investments

P2P in ISAs: Advisers on risk vs reward

P2P in ISAs: Advisers on risk vs reward

clock 31 October 2014 •

Regulation

'Keep clients happy? We're too busy pleasing FCA'

The FCA's Rory Percival is unimpressed by firms seeking to 'please the regulator'. But what other option do firms have?

clock 17 October 2014 • 5 min read

Regulation

Most advisers want referrals from MAS post-'guidance' - survey

Almost three quarters of advisers want to be included on a Money Advice Service (MAS) directory for firms prepared to give retirement advice to those who have received free pensions 'guidance' under a government scheme, research suggests.

clock 16 October 2014 •

Your profession

Half of IFA firm owners plan to sell up in the next five years - research

Almost half of independent advisory firm business-owners plan to sell up within five years - and 10% in the next year alone, according to research.

clock 16 October 2014 •

Equities

Measure up: The myriad ways advisers benchmark client portfolios

Measure up: The myriad ways advisers benchmark client portfolios

clock 25 September 2014 • 6 min read
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