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About 858 results for "financial adviser"

PFS brings in MDRT speaker to teach 'soft skills' to members

PFS brings in MDRT speaker to teach 'soft skills' to members

Professional Adviser PFS launches series of adviser workshops The Personal Finance Society (PFS) is set to hold a series of adviser workshops featuring business coach and Million Dollar Round Table (MDRT) speaker Bernie De Souza, to help ..., 5 hours ago
Fears over pension freedom liability leave savers... International Adviser, 5 hours ago

Adviser Profile: Eden Whittaker of Whittaker Financial Solutions 1

Eden Whittaker, keen birdwatcher and managing director of Whittaker Financial Solutions, is getting in a bit of a flap as the number of prime potential target clients swells in the wake of the pension freedom reforms. What started as a gentle ...
 Citywire1 day ago
Broadway World

China Renaissance Advises Dianping and Meituan on Historic Strategic Cooperation

HONG KONG , Oct. 8, 2015 /PRNewswire/ China Renaissance today announced that it served as exclusive financial advisor to two long-time clients, Dianping and Meituan, as they completed a strategic cooperation through which both companies have jointly ...
 Broadway World1 day ago China's Meituan, Dianping merging to form dominant O2O player  Investing.com1 day ago

Devon IFA takes on later life adviser in growth drive

Devon-based Pilot Financial Planning has hired a new adviser as part of its growth drive. Louise Taylor has joined the firm from Kidderminster-based Cre8 Wealth Management. She is Pilot's second adviser, alongside managing director Ian Thomas. The ...
 Citywire3 days ago
Trade Arabia

Mideast urged to crackdown on unregulated schemes

About 87 per cent of financial advisers who were surveyed though regulators should be doing more monitoring and close down unregulated schemes and products, according to a report. The sixth annual Middle Eastern Investment Panorama (MEIP), issued ...
 Trade Arabia3 days ago

Commission on non-advised annuity sales could be banned

Non-advised annuity sales could be subject to a commission cap or an outright ban under plans being considered by the Financial Conduct Authority (FCA). Its latest consultation, Pension reforms - proposed changes to our rules and guidance , said ... week ago FCA proposes ban on non-advised annuity commission  Citywire1 week ago FCA weighs ban on non-advised annuity commission 8  Citywire1 week ago
Business Insider UK

A financial adviser shares 5 retirement rules of thumb you'd be smart to ignore

Flickr / Francisco Gonzalez Just because everyone says it doesn't mean it's true. See Also Here's the budgeting strategy of a family who lived comfortably on $14,000 a year 7 sneaky ways gyms trick you into buying a membership 11 ...
 Business Insider UK1 week ago

Why Your Financial Adviser Should Like You

Several weeks ago, I was sitting down with a longtime client. And as we caught up with each other, he shared a story of a funny birthday picture he had posted on social media—a picture that received over 100 likes over the course of the afternoon.
 Time1 week ago

The IFP's 'driving force': Past presidents heap praise on former CEO Nick Cann

Professional Adviser Cann wins award for 'outstanding achievement in financial planning' Former presidents of the Institute of Financial Planning (IFP) have praised the body's former CEO Nick Cann for his achievements and influence in the ... day ago

Crime Line money tussle

A tug-of-war is brewing over Primedia Broadcasting's alleged failure to disclose Crime Line's financial records to its partner, the South African Police Service (Saps). Police in high authority revealed Primedia has allegedly turned Crime Line ... hours ago
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