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Financial advice

Regulation

Advisers welcome FCA clampdown on firms delegating advice

Improperly delegating regulated activities to others can have 'serious implications', regulator warns

clock 01 December 2015 •

Business models

Adviser tech real threat not robo-advice, specialist warns

Advisers' use of technology and robo-advice are separate issues and commentators touting the end of traditional advice should be careful to distinguish between the two, a technology expert has said.

clock 19 November 2015 •

Regulation

What the FAMR could learn from Dutch attitudes to cyclists

Who is the road being designed for?

clock 11 November 2015 •

Your profession

The bad advice files: Getting clients over a messy (professional) break-up

How do you pick up the pieces from another adviser’s poor service?

clock 02 November 2015 •

Your profession

Food banks to offer financial guidance

Food banks will roll out a money and debt guidance service to consumers funded by a donation from MoneySavingExpert founder Martin Lewis.

clock 02 November 2015 •

Regulation

FSCS chief: We do not second guess advisers' judgements

The chief executive of the Financial Services Compensation Scheme (FSCS) has defended its role, saying it does not pay out simply because appropriate investments performed badly.

clock 29 October 2015 •

Your profession

University challenger: No time for first term nerves...

Chartered financial planner Amyr Rocha-Lima reviews his first month at Cass as he juggles a return to the post-graduate lecture halls with advising clients. First impressions are time management will be key...

clock 28 October 2015 •

Regulation

FOS lead ombudsman challenges 'myth' of consumer favouritism

Caroline Mitchell speaks out

clock 22 October 2015 •

Your profession

Ten ways the FCA is framing the advice gap debate

The FCA has outlined its approach to the advice gap debate

clock 12 October 2015 •

Your profession

Eight reasons people don't seek financial advice

Factors that prevent many people from seeking advice

clock 12 October 2015 •
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