Social Media
Financial advisers embrace the social media revolution
Rise in use of Linkedin, Facebook and Twitter in a bid to attract clients
Worrying influence of social media on retail investors
‘Solo investors seem to think good investment is about picking a wonder stock and getting rich overnight’
Tax & Regulation | 10 Sep 18
HMRC warns it will use social media to pinpoint tax evaders
This activity will not be deemed ‘covert’ surveillance
Best Practice | 14 Nov 17
Back office technology seen key to future IFA growth
Financial advisers need a robust back office technology system to boost the confidence of regulators in their client service approach and manage the growing pool of data in their business, said Ben Lester, head of sales for Praemium.
Tax & Regulation | 30 Mar 17
FCA fines ex-investment banker over Whatsapp boasts
A former investment banker has been fined more than £37,000 ($45,965, €42,610) by the FCA after he admitted trying to impress friends by revealing confidential client details in Whatsapp chats.