new financial adviser exam

Will a new adviser exam impact professionalism?

A new Chartered Insurance Institute exam that lets the FCA assess adviser competence raises an important question: should passing tests at the beginning of your career qualify you for life? Many in the advice profession would argue the examination process to become chartered or certified is lengthy enough. Despite the changing nature of the job, […]


North-South divide shapes adviser investment decisions

New research from Aegon has revealed a North-South divide in the way advisers make their investment decisions. It finds the proportion of assets advisers are choosing to place in different types of investment strategies is also linked to levels of affluence. Advisers in the wealthier South place a higher proportion, 35 per cent, of assets […]

Frustration mounts over TSB’s continuing mortgage platform issues

A lack of communication between TSB and mortgage brokers regarding product transfer functionality is potentially causing difficulties in client relationships, Money Marketing‘s sister title Mortgage Strategy has learned. In early July, Mortgage Strategy reported that the bank was waiving early repayment charges for customers who wished to leave because of problems switching data to the new ‘Mortgage Pro’ system. Currently, […]

Nucleus doubles profit in first results as listed company

Platform Nucleus has seen its post-tax profit double in its first results as a listed company. The company reported profit after tax of £2.2m in the six months to 30 June 2018, compared with £1.1m in the first half of 2017. Nucleus floated on the Alternative Investment Market with a market capitalisation of £139.9m on 26 […]

India budget: BJP focuses on growth

By Kunal Desai, Head of Indian Equities

With markets kept open on Saturday, finance minister Arun Jaitley delivered a promising budget focused on growth and decentralisation. While many complained about a six-day working week, there was much to be pleased about and the markets rallied in the afternoon to finish in the green.


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