Stepwoods Financial Planning co-founders chat to PA

‘Financial advice is still seen as an older man’s job’

Regulator asks for feedback by 17 October

Need for further clarity and standardised templates, CII report finds

Frustration with ‘lack of seamless connectivity’ continues

Risk creating serious problems for bereaved families, trade body warns

About 90% of what Elston manages are custom mandates designed by advisers

Financial data company launches ‘MPS Universe’

Should engage with students about challenges of managing finances

To enable financial advisers to request relevant investment data