2015 Global Survey of Financial Advisers

Financial advisers around the world face a new frontier of challenges, including increased fee pressures, tightening regulations, growing competition from automated advice platforms and continued market volatility. In order to better position themselves for business growth, advisers will need to assume three key roles.

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CISI commits to £35k financial planning advertising spend

The Chartered Institute for Securities & Investment has committed to spending £35,000 per year on promoting financial planning following its merger with the Institute of Financial Planning. The £35,000 pledged by the CISI is in addition to the £35,000 the IFP currently spends on marketing its accredited firms brand, which it will continue to do […]


Partnership chief slams ‘frustrating’ FCA advice gap delays

The Government and the FCA have been labelled “frustrating” and accused of “navel gazing” for for failing to deliver a solution to the advice gap. Speaking at the Institute of Financial Planning’s annual conference in Newport today, Partnership chief executive Steve Groves said it is time for the regulator to “step up to the plate” […]


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