Risk profiling software provider FinaMetrica has launched a shorter version of its risk tolerance test for advised clients with ‘single goal' investment needs or smaller amounts to invest.
One adviser's story coaxing clients to fees
Adviser charging: Life after ‘three-plus-a-half'
Is advisers’ love affair with it masking its shortcomings?
What the supervision shift means for your firm
Enough is enough: What ‘independence’ really means
Half of payday loan customers have described their experience as "positive".
Lawyers have said a High Court ruling permitting a couple to sue their IFA for more than £500,000, despite having accepted the maximum amount of compensation available via the Financial Ombudsman Service (FOS), is "bad news" for advisers.
The Financial Services Authority (FSA) has fined the Co-operative Bank £113,300 for "serious failings" in its handling of complaints arising from sales of Payment Protection Insurance (PPI).