Programme will offer face-to-face support for advisers looking to reach chartered status.
Staff will have to take 70 hours of CPD a year through firm’s training academy.
Controversial payday lender Wonga has reported a pre-tax loss of £37.3m for 2014 after taking a £35m customer remediation hit.
Group is consulting with a number of staff after announcing it will scrap its investment network.
Former IFA Association director general to launch rival body to Apfa next month.
Costs of £10.9m were due to a number of business acquisitions in 2014.
Composer platform allows customers to “mix and match” their savings.
Advisers say Apfa should ‘stick to its principles’ and not consider alternatives to a 15-year long-stop.
Despite recent industry improvements on staff incentives in a bid to reduce misselling, wider performance management techniques have been found to negatively influence the behaviour of frontline staff.
This Budget could be interpreted by the proactive and positive among us as one for advisers, platforms and asset managers.
The pension reforms offer a great opportunity for financial advisers to attract new clients and grow their business.
For UK advisers wanting sustainable, long-term business success, the time is right to review and adapt working models to embrace a mix of automated services alongside the personal approach.
Politicians will bang the drum about looking after “hard working families”, but don’t diligent savers also count as hard working?
Despite a much better regulatory regime than we had before, we are still being stung by foolish advisers recommending inappropriate products.
An in-depth look at the financial planning opportunities as we approach the end of the tax year…
Weekly Adviser View
Those who ignore the trade press miss out on some technical brilliance from the handful of leading journalists and established technicians in the industry.
Creating and implementing diligent systems and processes now might well save some future embarrassment.
Any adviser who thinks they know better than their clients is mistaking a matter of opinion, however well informed, for a matter of fact.
Old Mutual Wealth’s customer director says vertical integration should not hide weaknesses.
Most recent comments
Trade Body View
Advisers must start to think about preparing for another qualification requirement.
Will the Government’s goal of better-informed consumers beat a path to advisers’ doors?