Financial advice

PA readers are a committed lot, keen to read us even on their summer hols. But one adviser saw something that melted his Mr Whippy..

Provider Aegon has been accused of poaching dozens of an adviser's clients but the Financial Conduct Authority (FCA) said the provider has broken no rules despite complaints from retirees.

David Brooks looks at one reason why so many people think advisers' services are redundant...

Phoenix Life has backed down from demanding a saver get financial advice before it would release his £13,300 pension pot.

The Financial Conduct Authority (FCA) has decided Europe-wide rules on recording client consultations do not require UK financial advisers to tape face-to-face meetings to prove they are acting in clients' best interests.

Sesame Bankhall Group (SBG) has lost almost 60% of its network's member firms in the wake of a decision to kill-off its problem-laden investment advice business.

PA speaks to professionals at every level of the IFP membership to find out what they think about it merging with the CISI

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.

An independent financial planning firm will offer its clients legal services as part of a joint venture with a law firm.

Alastair Rush picks the areas he thinks the government's advice review should focus on...