New Model Adviser - For professional financial planners
We took a camera to the streets to ask City workers whether they understand the difference between financial advice and financial guidance. The results speak for themselves.
City workers are not that hot on knowing the difference between financial advice and guidance.
Well, that seems to be the conclusion from this second episode of our Summer vox pops series at least.
A few weeks ago I took our friendly camera man Elliot out on the streets of The City of London to ask exactly this question of City workers.
You can view the latest episode in full above. Episode one is available here.
A legal claim brought against platform tech giant FNZ by Societe Generale has been withdrawn.
The Financial Ombudsman Service (FOS) has pledged to discard the 'Wednesbury reasonableness' test following criticism from the Treasury Select Committee.
It's that time of year again to start preparing your entries for the New Model Adviser® awards. Entries close on 26 November so get them in soon!
NMA audience development executive Ashley Thomas-Walsh had breakfast in Manchester a few weeks ago. His host had a lot to say...
NMA audience development executive Ashley Thomas-Walsh had breakfast in Manchester a few weeks ago. His host had a lot to say...
The Financial Ombudsman Service (FOS) has pledged to discard the 'Wednesbury reasonableness' test following criticism from the Treasury Select Committee.
Our list of young financial planners making their mark on the profession returns for a third year.
After Theresa May published her deal last week, New Model Adviser editor Will Robins looks at how advisers' views on Brexit have shifted since the referendum in 2016.
Under Mifid II rules, advisers will have to disclose costs and charges in full, separated clearly on an annual basis, issuing each and every client with a comprehensive financial statement. So how do advisers articulate their value?
The pensions dashboard will require compulsion, an industry levy and will be available on multiple platforms, a source close to New Model Adviser said.
The Financial Ombudsman Service (FOS) has pledged to discard the 'Wednesbury reasonableness' test following criticism from the Treasury Select Committee.
Our list of young financial planners making their mark on the profession returns for a third year.
MPS head John Bellamy sees value in US equities, while also launching a real assets fund.
Nutmeg is also to provide environmental, social and governance scores for its entire investment range.
In this gallery, we take an up-to-date look at who owns what of the big businesses in financial services, and, indeed, who has sold their stakes this year.
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