Technology - Professional Adviser
WEBJul 12, 2024 · The latest technology articles from Professional Adviser - Page 1
Professional Adviser
WEB4 days ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
Flying Colours: Does Guy Myles' low-cost advice firm pass the test?
WEBMar 10, 2016 · Guy Myles is the founder of Flying Colours, a low-cost advice firm that launched last week. The company provides advice via webchat or phone services combined with its bespoke platform. It says ...
What is investment pre-funding and which platforms do it?
WEBMar 13, 2014 · On platforms that do not pre-fund, time out of the market can be exactly what investors face. According to research conducted by the lang cat and shared exclusively with Professional Adviser, a £ ...
About us | Professional Adviser
WEBProfessional Adviser provides a must-read information service for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the financial services sector ...
Quilter adviser kicked from network following shoddy advice …
WEBOct 3, 2019 · Terminated on 20 September. A financial adviser has been terminated by the Quilter Financial Planning network after failing to properly follow its advice processes, Professional Adviser can reveal ...
PA Awards 2023: Meet the Best Financial Advisers to Work For
WEBApr 27, 2023 · A record 36 advice firms were honoured at the PA Awards in London this week as the 2023 Best Financial Advisers to Work For. This industry-wide survey and awards programme is run in partnership ...
The new RMAR reporting requirements: A breakdown
WEBNov 8, 2011 · Following a consultation in May, here are the new reporting requirements: -Firms will need to record the charging structures in the original proposals (per hour and percentage of investment) and ...
Succession Wealth acquires Pannells Financial Planning
WEB17 January 2022 • 2 min read. Succession Wealth has acquired Pannells Financial Planning, which looks after £1.4 billion in client assets, the firm revealed. The deal takes Succession Wealth's ...
Adviser tax toolkit: Exploring the role of onshore bonds
WEBNov 18, 2022 · So the place of tax-effective wrappers like onshore investment bonds complementing the mainstay wrappers of pensions and ISAs continues to increase in importance when it comes to protecting and ...
Skip to content