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S Harper Attivo 700

Attivo to require all advisers and paraplanners to take level 6 qualification

Chartered firm Attivo will require all of its advisers and paraplanners to be qualified to level 6 by the end of 2016. The financial planning and investment management group is launching a training academy and will require all client-facing staff to do at least 70 hours of continuing professional development each year. Attivo currently has […]

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Aegon sees platform inflows triple

Aegon has seen net inflows on its platform triple for the first three months of the year to £968m. Inflows reached £305m in March 2014. Assets under administration stand as £3.8bn as at 31 March, compared to £1.6bn from the same time last year. Aegon says there are now 100,000 investors using its platform, with […]

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In the crosshairs: Politicians and regulators take aim at non-advised business

Non-advised business models will be in the crosshairs of politicians and regulators no matter the outcome of this week’s general election, Money Marketing understands. Ros Altmann – who is to be made a Conservative peer and appointed minister for consumer protection if the Tories form a Government – says she will explore banning commission entirely. […]

Thanks for asking!

Karen Playfair, Senior Marketing Consultant A few months ago my brother casually dropped into conversation that he hoped it was ok that he’d put me down as the guardian of his three daughters in his will if something happened to both him and his wife. I was pleased that he’d thought about his will and guardianship […]

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