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Latest News

From Mortgages| 14:27

First-time buyer products hit highest level in 8 years

High loan-to-value end of the market sees rates fall to their lowest on record.

Companies & People| Jul 03, 2015

Nigel Stockton to head up IFA consolidator

Moves expected to take place in September, subject to regulatory approval.

From Regulation| Jul 02, 2015

Five things I learned from the FCA’s annual report

Loss making regulator cites consumer credit costs and losses made by its staff pension scheme.

Jul 02, 2015

FCA reveals advisers top whistleblowing complaints

There were 271 cases of whisteblowers warning the FCA about financial advisers in 2014 to 2015.

From Regulation| Jun 30, 2015

‘Complex’ Mifid product debate wrangles on

Any shares and bonds that embed a derivative will be considered complex.

Jun 30, 2015

Majority of brokers struggling to gain FCA authorisation

Research found 76 per cent of asset finance brokers intend to stay independent.

Analysis & Opinion
Policymakers must come up with a simplified advice solution

John LappinonRegulation| 08:54

Policymakers must come up with a simplified advice solution

Regulators, politicians and advisers have to discuss ways to bridge the advice gap.

Jul 01, 2015

How to call time on an employment tribunal

Since 2014 staff must first register their intention to go through a conciliation process through Acas

Jul 01, 2015

Haircut, steam room, dentist and a round of golf

Diary of an Adviser

Jul 01, 2015

Hacked off in the USA

The US Office of Personnel Management failed to prevent a major attack on data by hackers – but it could have detected the security breach earlier...

More on Your Business
Adviser Guides

Guide to Social Media

Advisers hesitate to use social media these days because they are concerned about compliance.

Special Reports

Retirement Income Planning - March 2015

Reforms will trigger the most fundamental rethink of at-retirement advice in years.

FTAdviser Blog

The three stages of digital transformation

Avaloq’s research finds that 74 per cent of financial professionals admit they have not yet defined a digital strategy.

Adviser Guides

Guide to IFA Consolidation

Selling your business was once only considered an option for advisers who were looking to exit the industry.

Special Reports

Tax Planning - March 2015

Once again, it’s the time of year to maximise your clients’ tax allowances

FTAdviser Blog

Advisers ready for sunset clause, or are they?

New poll finds many advisory firms confident ahead of sunset clause, but this may mask some frantic dealings elsewhere in the market.

Adviser Guides

Guide to Blended Retirement Solutions

Savers are increasingly using a wide range of retirement income sources.

FTAdviser Blog

Golden Age for financial advice is upon us

A stable political environment, greater recognition of the benefits of advice and an improving regulatory background all point in one direction

Recent Articles
  1. Jul 01, 2015

    ‘Engage clients through social media’

    Social media is a useful tool but should not be standalone

  2. FCA admits losing Mifid II recording fight
    From Regulation| Jun 30, 2015

    FCA admits losing Mifid II recording fight

    Regulator’s final policy statement on implementation expected this time next year.

  3. The three stages of digital transformation
    FTAdviser Blog| Jun 30, 2015

    The three stages of digital transformation

    Avaloq’s research finds that 74 per cent of financial professionals admit they have not yet defined a digital strategy.

  4. ‘Advisers should embrace digital passports’
    Technology for Advisers| Jun 29, 2015

    ‘Advisers should embrace digital passports’

    Recently appointed leader pushing digital passport and generic guidance plans.

  5. ABI warns gov’t not to rush secondary annuity market plans
    From Pensions| Jun 26, 2015

    ABI warns gov’t not to rush secondary annuity market plans

    Survey finds 40 per cent of current annuitants believe there is a high risk they could end up worse off by cashing in.

  6. Platforms told to speed up plans to offer trusts
    From Investments| Jun 25, 2015

    Platforms told to speed up plans to offer trusts

    Manager calls on fund supermarkets to accelerate plans to provide access to investment companies.

  7. FCA calls for innovative disclosure
    From Regulation| Jun 25, 2015

    FCA calls for innovative disclosure

    Latest regulatory paper aims to encourage firms to deliver information to consumers in more effective ways.

  8. Jun 24, 2015

    Iniquitous enquiries

    A whole can of worms is opened up when one divorcing spouse sneakily accesses the other’s information

  9. Jun 24, 2015

    The human touch

    Successful financial services brands know they must first and foremost be human

  10. Jun 24, 2015

    It’s a drag allowing some staff to take smoking breaks

    A compromise could be reached whereby non-smokers are given 5 minute breaks too

More on FTAdviser
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