Adviser training provider creates CPD reporting tool
Software is a ‘natural evolution’ for the company
Best Practice
-
-
The importance of being a boring retail investor
Many will be wondering what they can do this year to make up for lost ground
-
Six ways IFAs can improve financial education for clients
Teaching next generations is imperative to the future of the industry
-
Modernising the lasting power of attorney process
Changes will be a ‘positive step’ towards improving the process of making and registering LPAs
-
Former PFS CEO sets up financial services professional body
Keith Richards has joined forces with a number of industry veterans to help advice firms implement the Consumer Duty
-
How can the wealth industry attract more women?
There is ‘heightened pressure’ on the sector to bring in female advisers and paraplanners
-
Ex-Coutts portfolio manager sets up investment platform comparison site
It will be for DIY investors initially with plans to help advisers in the longer term
-
FCA warns two IFAs over ‘flawed’ DB pension advice
Duo reportedly failed to undertake due diligence on an unauthorised introducer
-
What challenges do advice firms face with Consumer Duty?
Regulator is expecting companies to put their customers’ needs first – and be able to prove it
-
‘Historic day’ as Aussie advice bodies agree merger
Deal comes at a ‘critical time’ for the financial planning industry
-
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
-
AIC launches course and certification for advisers
Accredited by the CII and CISI, it covers essential investment company topics