Story by: Anya Diaz-Cebreiro, Financial Adviser
The Chartered Insurance Institute (CII) is urging advisers to tell the body how they see the evolution of continuing professional development (CPD).
The Financial Services Authority (FSA) has banned an East London mortgage broker for submitting false income information on a mortgage application for himself.
Colleges that make up the National Skills Academy for Financial Services (NSAFS) are offering support to individuals within the sector who have been made redundant to improve their skills or retrain for a new career path.
Firms offering 'restricted advice' under the latest Retail Distribution Review (RDR) proposals must be forced to use a mandatory form of words in their initial disclosure information, Skandia claims.
The Financial Services Authority (FSA) has fined the director of an insurance broker £20,020 for control failings in relation to an appointed representative (AR) firm.
The Chartered Insurance Institute has revised its requirements for achieving chartered status and revealed it wants one in 10 adviser firms to achieve the ranking.
Sesame has confirmed both the Bankhall and PMS brands would survive if it made a binding offer for the two businesses to current owner Skandia, Ivan Martin, executive chairman of Sesame, has confirmed.
Teresa Sayers, chief executive of the Financial Services Skills Council, is stepping down once an independent review of the organisation is completed.
Towry Law is planning to double in size in the course of the next 18 months by snapping up IFA firms whose bosses are exiting the industry rather than meet the retail distribution review's requirements.
The ban on factoring presents a serious threat to the regular premium savings industry, Zurich has warned.
The Confederation of British Industry has warned that shortage of skills in the business arena could hamper London's economic recovery, as firms struggle to find the right talent to match jobs.
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The Chartered Insurance Institute has begun a review of Continual Professional Development policy, in an attempt to raise standards and build trust across the sector.
Nick McBreen, IFA for Worldwide Financial Planning, starts his week boarding a plane to Monte Carlo for a retirement planning summit and ends his week labouring away at his garden in Bristol unsure which best represents his idea of paradise
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When most people think of a financial adviser, they think of ‘the man from the Pru’: ear...