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FTAdviser
1 小时
The advice benefits of a working-class upbringing
People’s money mindset starts from childhood and so education is key to people getting good advice and taking control of ...
FTAdviser
1 小时
Markets suffer as Trump imposes tariffs on Canada and Mexico
The pound was down 1 per cent against the dollar as the US currency surged in the wake of Donald Trump’s trade tariffs.
FTAdviser
1 小时
Pimfa calls on FCA to consolidate CMC regulations
Adviser trade body Pimfa has called on the FCA to consider consolidating the regulatory regime for CMCs. As part of its ...
FTAdviser
2 小时
Adviser tech firm launches second AI assistant
An adviser technology company has launched its second artificial intelligence assistant. AdvisoryAI’s assistant Evie is ...
FTAdviser
2 天
FCA to publish good and poor practices of mortgage advisers
The Financial Conduct Authority will be reviewing mortgage advice firms and will publish the good and poor practices it sees.
FTAdviser
2 天
What options are available to help mitigate IHT on BPR rule changes?
When farmers protested in Westminster at the end of last year, many in the tax profession were already considering their ...
FTAdviser
4 天
‘Are pensions still tax efficient amid IHT changes?’
Businesses and individuals alike have been impacted by the announcements made around spending and of course taxation in the ...
FTAdviser
2 天
FCA secures £6mn confiscation order against fraudster
The Financial Conduct Authority has secured a confiscation order of almost £6mn against convicted fraudster Guy Flintham.
FTAdviser
5 天
FCA advice review a ‘watershed moment’ for the industry
The Financial Conduct Authority’s ongoing advice review is set to have a significant impact on the financial advice industry, ...
FTAdviser
3 天
‘Our UK overweight is a constant source of debate’
James Godrich joined JM Finn in 2015 and is fund manager of the CSI service portfolios. Before working at JM Finn he was an ...
FTAdviser
3 天
Simple Financial Planning fintech partnership will ‘transform’ workflows
Simple Financial Planning has partnered with London-based fintech Sikoia to “transform” broker workflows through secure ...
FTAdviser
3 天
Parliamentary bill on data will be ‘silver bullet’ for letters of authority
Legislation speeding through the House of Lords will be a ‘nightmare’ for insurers and platforms who “cannot get their act ...
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