Easier for UK advice firms to get corporate chartered status
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.
Author: Kirsten Hastings
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FCA bans and fines adviser who lied about her qualifications
The Financial Conduct Authority (FCA) has banned Elizabeth Anne Parry from performing any function in relation to any regulated financial activity and fined her £109,400 ($143,419, €128,657) for repeatedly lying about her qualification status.
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PortfolioMetrix added to Aegon platform
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to their platform following demand from advisers.
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UK advisers expect post-Brexit business boom
More than half of financial advisers (53%) in the UK expect an increase in the number of clients specifically seeking Brexit-related financial planning advice, research from Prudential shows.
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Five myths about investing for children
With the new school year about to start in the UK, Fidelity International’s investment director for personal investing, Tom Stevenson, debunks five myths about investing for children.
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European equities ready for a resurgence?
Despite the prevailing negative market sentiment towards the continent, expensive US equities and an accelerating Eurozone economy are making European equities more attractive, investment analysts have said.
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Axa inks strategic partnership with ecommerce giant Alibaba
French insurer Axa has entered into a worldwide strategic partnership to distribute its insurance products and services through the global ecommerce ecosystem of China’s Alibaba.
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New FCA chief unconvinced FAMR recommendations will work
UK Financial Conduct Authority chief executive Andrew Bailey has admitted to the government’s Treasury Select Committee that proposals made by the Financial Advice Market Review may not solve the advice gap, which was in part created by the Retail Distribution Review.
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DeVere UK attains chartered financial planner status
DeVere United Kingdom has been awarded corporate chartered financial planner status by the UK’s Chartered Insurance Institute (CII).
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Suspended UK property funds show model portfolio limitations – Coombs
The UK’s largest open-ended property funds gated flows or implemented exit charges to prevent a post-Brexit run on the asset class earlier this month, trapping £15bn ($19.8bn, €18bn) of investors’ cash and casting a cloud over the City. But many flexible investors were able to see the warning signs and evade the net, says David…
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Mifid II, Solvency II most concerning for asset managers
Mifid II and Solvency II are the regulations asset manager think are most important this year, with data collection, enrichment and delivery identified as the most challenging areas.
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UK pensions at risk like never before, says deVere CEO
Pensions in the UK face an unprecedented level of risk following the vote to leave the European Union, according to deVere Group chief executive Nigel Green.