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FCA: we’re not trying to make everything about price

Speaking at an event in London the FCA director of competition said the asset management market study was intended to protect investors from weak competition but was not an attempt by the regulator to ‘make everything about price'.

Adviser Workshop: How to prepare for GDPR

In the lead up to the implementation of the General Data Protection Regulation, we ask the financial planning experts how their peers should prepare.

Leading tax MP Hodge: my IFA stopped recommending tax avoidance

The Labour MP spent two years telling her financial adviser she would not engage in tax avoidance before he started recommending her solutions that would make her more open and transparent.

SJP on course for 20% growth target as inflows hit £3.9bn

A total of £3.9 billion of new client money was invested in SJP's propositions at the start of 2018, an increase of 21% on last year as the company looks to grow by 20% in terms of gross inflows.

Aviva apologises for sending false 10% drop messages to IFAs

In Aviva’s latest platform malfunction, advisers have been sent a false notification that their clients’ portfolios have dropped by more than 10%.

Gov’t inheritance tax receipts up £400m despite rising allowance

The government’s income from inheritance tax bills rose by £400 million over the past year despite the rising residence nil rate band.

Charity champions: how eight advice firms are giving back

Inspired by this year’s London Marathon, which took place on 22 April, we asked advisers for their greatest good deeds of the past year.

Advisers reveal their asset allocation decisions for 2018

At our South West retreat last week we asked IFAs some questions about investment, asset allocation and their businesses. Here is what they said.

Labour urges cold calling ban extension in introducer clampdown

Labour has called for further amendments to the cold calling ban, including a ban on cold calling by claims management firms.

Planner pay report 2017: who is earning what in advice

A New Model Adviser® survey has taken a look at adviser remuneration across metrics such as job function, experience, type of firm and gender.

Video pick
9 Comments Play Exclusive: pensions minister urges self-employed to start saving

Exclusive: pensions minister urges self-employed to start saving

Pensions minister Guy Opperman has said that the government is still committed to its manifesto pledge to help the self-employed save for retirement, but in the meantime has urged the self-employed to start pension saving.

23 Comments Play Webb: I was not reassured after 1825 bought my IFA

Webb: I was not reassured after 1825 bought my IFA

After Standard Life's consolidator arm 1825 bought out his financial adviser, Steve Webb reveals his concerns about restricted advice and product recommendations.

NMA Profile
1 Comment Adviser profile: Martin Cawley of Devonshire Wealth Management

Adviser profile: Martin Cawley of Devonshire Wealth Management

Martin Cawley of Devonshire Wealth Management says cashflow modelling still marks new model firms out from the majority of UK advisers.