Post-it note size stuff for IFAs and paraplanners

Join us on 29 September in London to hear in person how one award-winning IFA used technology to build an advice proposition for the mass market...

The Institute of Financial Planning (IFP) is proposing to merge with the Chartered Institute of Securities and Investment (CISI) in a bid to accelerate the growth of financial planning in the UK.

In the wake of the pension freedoms, do advice firms need a centralised retirement proposition and, if so, how might that differ from an investment proposition? Come along to the 2015 FE Investment Summit next month to find out...

Post-it note size stuff for IFAs and paraplanners

An independent advisory business is set to submit its investment portfolios for regular scrutiny after independent tests were carried out on a trio of live client cases.

The introduction of ‘safe harbour' legislation for financial advisers would be a welcome step towards rebalancing liability between advisers and clients, according to one stakeholder, after the government announced a major review looking at how advice...

Four advice gap pioneers the government must speak to

An award for the direct platform offering the most transparent and plain-English charges, terms and conditions has no recipient for the second year running.

The government is seeking views on whether retirement savers are aware of when independent financial advice must be taken before accessing their pots, following the pension freedoms introduced in April.