The new HMRC Trust Registration Service - what advisers need to know
The new HMRC Trust Registration Service - what advisers need to know
"Treat all those you care for with love while you can"
As this is my first column for about seven weeks it will be a very personal one and I would like to start by thanking the many hundreds of financial advisers and others in our great profession who have sent messages of condolence and support to me on the sudden loss of my beloved wife, Jennifer.
NMBA - How Govt's apprentice funding freeze risks the future of advice
Existing training providers have seen their funding slashed while advice firms have to wait longer to register their employees for apprenticeship schemes.
Aileen Lynch: Changes to FCA debt counselling permissions
On 20 March, the Financial Conduct Authority (FCA) produced a regulatory publication to inform firms that held 'debt counselling' activity they are likely to hold the incorrect limitation, writes Aileen Lynch.
"Those in glass houses should not throw stones"
As I read first the regulator’s Sector Views paper and then Emma Ann Hughes’ article “Why you are better value for money than the regulator”, published on the 21 April, a well-known saying came to mind – one featuring glass houses and stones.
"Three cheers for FAMR one year on"
Regulator released Financial Advice Market Review recommendations and updates on progress
"Spring into technology and grow your client base"
Spring is a wonderful time for new growth as the trees blossom and flowers emerge to brighten even the smallest of gardens. So what better time could there be to look at the positive opportunities emerging to grow the number of financial advisers available to serve consumers and increase their effectiveness?
"Get to grips with the softer side of advice"
Financial advisers have a unique skill set, which consists of technical knowledge, adherence to regulation and ethics, business skills to remain profitable, and interpersonal skills, which many would say are the most important, as these will determine whether an adviser is successful or not.
'Platforms should contribute to FSCS levy' - Ken Davy
Ken Davy has called on platforms to contribute to the Financial Services Compensation Scheme's (FSCS) levy alongside advisers, in response to the regulator's consultation on the scheme's funding system.
Davy: providers should pay lion's share of FSCS fees
Product providers should contribute most of the running costs of the Financial Services Compensation Scheme, Ken Davy has said.