Hannah Wynick, from Core Financial Limited (CFPL), believes paraplanners add value to an IFA’s service and especially to those who work alone.

The majority of people that receive professional financial advice have remained with the same adviser throughout, research ...

Advisers wanting to set up and grow their own practices must first understand the culture and values they want to embody - ...

In this second part of the marketing jargon buster we take a look at marketing terms commonly used when describing an advice ...

Buying the Association of Professional Financial Advisers was "stupid" as it was 'completely defunct', a senior spokesperson ...

Jupiter has decided to retain the management of the Jupiter Global Value Equity fund, following initial discussions around ...

Some firms have failed to think about vulnerability proactively and need to act, according to Graeme Reynolds, director of consumers and competition at the FCA.

The UK economy needs only a small change in sentiment to grow significantly, according to James Henderson, who runs the Law Debenture investment trust and other mandates at Janus Henderson.

People who run pension schemes have been urged by The Pensions Regulator to protect savers from scams. Coinciding with Scams Awareness Week, which runs from October 21-25, TPR highlighted the case of ...

We all know that not enough consumers are seeking financial advice. Just 9 per cent have paid for advice in the past two years, according to the Lang Cat’s Advice Gap 2024 report, down from 11 per ...

The number of complaints received by the Financial Ombudsman Service in the first half of 2024 rose by more than 40 per cent. Data from the Ombudsman revealed it received a total of 133,019 complaints ...

Nobody relishes the challenge of telling new parents they need to take out cover in case they or their children become seriously or critically ill, let alone mention the D-word.