Your Profession News Today

Advice firms should be “concerned” if their clients do not know what value means when receiving advice, according to Royal London senior intermediary development and technical manager Justin Corliss.

In this week's PA Asks, we want to know if you think plugging the support gap for those moving into retirement a job for the Financial Conduct Authority.

In this week's PA Asks, we want to know if you think there be a sponsored initiative to help recruit new talent into the advice industry.

In this week's PA Asks, we want to know if the demand for inheritance tax mitigation increased at your firm in recent years.

Advisers’ satisfaction with providers has dropped across all seven aspects of service measured by Defaqto in its latest research.

EQ Investors has posted profits of £535,696 for the financial year to 30 April 2023, a 68.2% drop from the previous year.

St. James’s Place (SJP) has found that despite a £35,000 drop in average UK household wealth over the past year, those with a financial plan in place remain confident.

Today is the final work day of the year for the PA team, which means the time has come for us to wish you all an enjoyable and restful holiday season.

In this week's PA Asks, we want to know if you expect the number of your clients to expand or contract in the coming five years.

Ex-Personal Finance Society (PFS) board member Vanessa Barnes has written an open letter to current chair Andy Briscoe asking a series of questions about the Chartered Insurance Institute;s (CII) continued retention of what she says is more than £10m funds belonging to PFS members.