Better Business

        FinaMetrica launches pared-down risk profiler with 12 questions

        Professional Adviser | 22 Oct 2014 | 14:46

        Risk profiling software provider FinaMetrica has launched a shorter version of its risk tolerance test for advised clients with ‘single goal' investment needs or smaller amounts to invest.

        paul-resnik
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        Vote for your favourite platforms (and win a £50 Amazon voucher)

        Professional Adviser is inviting readers to vote for their favourite platforms in four categories and be in with a chance of winning £50 worth of Amazon vouchers.

        Professional Adviser | 22 Oct 2014 | 11:49
        Warning sign against cloud backdrop

        NMIs: The ongoing sting in the tail of independence

        Non-mainstream investments will be beyond the pale for the majority of clients but the FCA continues to scrutinise advisers' understanding of them. Aileen Lynch reviews the rules...

        Professional Adviser | 22 Oct 2014 | 10:36

    Other Better Business articles

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      Changes to death benefits: What does it mean for clients?

      As the dust settles on the Chancellor's latest big pensions announcement, Mark Pearson reflects on what impact the proposals may have on various client groups...

      Professional Adviser | 22 Oct 2014 | 10:30
      spotlight-pa

      Police investigate former Sense IFA for 'running fraudulent scheme'

      A former appointed representative of the Sense Network is being investigated by police for allegedly running an unauthorised deposit taking scheme, Police Scotland has confirmed.

      Professional Adviser | 22 Oct 2014 | 09:59
      abraham

      FCA sets out to bust myths about its rules

      Abraham Okusanya paid a visit to an FCA compliance seminar and discovered a regulator keen to banish, once and for all, some of the misconceptions around its rules...

      Professional Adviser | 22 Oct 2014 | 07:40
      Gears of War skull

      FSCP warns of emergence of 'toxic' products in retirement space

      Chair of the Financial Services Consumer Panel (FSCP) Sue Lewis has told MPs she expects the emergence of "a lot of toxic products" in the retirement sector following the announcement of new pension freedoms in the Budget.

      Professional Adviser | 22 Oct 2014 | 07:37
      keith-richards-tenet

      FCA roadshow presentations 'rated 9 out of 10' by advisers

      Advisers have rated Financial Conduct Authority (FCA) presentations above 90% for the second quarter in a row, according to a survey by the Personal Finance Society (PFS).

      Professional Adviser | 21 Oct 2014 | 15:05
      House of Parliament at night on River Thames

      FCA: Guidance should help people ask questions, not give answers

      The Financial Conduct Authority (FCA) expects the guidance guarantee to “help people understand the questions they should be asking”, not offer choices for them, director of policy David Geale has told MPs.

      Professional Adviser | 21 Oct 2014 | 11:05
      budden-james2

      D2C platforms lead post-RDR revival for investment trusts

      Investors using direct to consumer platforms are now among the largest shareholders in investment trusts, as a post-Retail Distribution Review (RDR) revival for the sector gets underway.

      Professional Adviser | 21 Oct 2014 | 07:44
      complaints66

      FOS reports rise in annuity and income drawdown complaints

      Complaints to the Financial Ombudsman Service (FOS) about annuities and income drawdown products have seen an uptick the since the March Budget, new figures have shown.

      Professional Adviser | 21 Oct 2014 | 07:30
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      Adviser noticeboard (20 - 24 Oct)

      Our weekly heads-up on events, people moves and other bits for professional financial advisers...

      Professional Adviser | 20 Oct 2014 | 10:18

      Touché: One IFA's video response to life co's 'dinosaurs' jibe

      Independent advice firm Informed Choice has produced a short video in response to life office Beagle Street's 'exhibition' parading IFAs as 'extinct dinosaurs'...

      Professional Adviser | 20 Oct 2014 | 10:12
      osborne4

      Govt U-turns on MAS role in guidance guarantee

      The retirement guidance guarantee will not be delivered by the Money Advice Service (MAS), the Treasury has said, in a reversal of the government's previous announcement.

      Professional Adviser | 19 Oct 2014 | 18:04
      shackles-corbis

      'Keep clients happy? We're too busy pleasing FCA'

      The message from the FCA is clear: please your clients and you'll please us. Well, advisers have got a bone to pick with that...

      Professional Adviser | 17 Oct 2014 | 15:43
      scales of justice

      The court case we all thought was a victory for the client

      Towry versus Raymond James was somewhat of a watershed moment in adviser-client relationships, but who really benefited from the verdict? Regulatory lawyer Alex Denny takes a closer look...

      Professional Adviser | 17 Oct 2014 | 13:24
      mark-polson

      Mark Polson: The (real) secret to picking platforms

      Why Mark Polson recommends a visit to thetrainline.com if you're really serious about picking a platform all parties will be happy with...

      Professional Adviser | 17 Oct 2014 | 10:40
      HSBC

      HSBC to review pension transfers following FOS trail ruling

      HSBC is to review historical pension transfer cases to see if it is earning trail income for ongoing advice it is not delivering.

      Professional Adviser | 16 Oct 2014 | 13:35
      rdr-blackboard

      Solicitors and accountants 'still don't know' what RDR means - Prudential

      The industry should not underestimate the lack of understanding among professional connection partners of the Retail Distribution Review (RDR) and its impact on advice firms, a Prudential business consultancy manager has warned.

      Professional Adviser | 16 Oct 2014 | 12:42
      confused-worker

      SIFA: Regulator ‘completely messed up’ independence definition

      The regulator has "completely messed up the definition of independence", said professional connections support organisation SIFA, as it claimed 95% of solicitors would still chose IFAs over restricted advisers.

      Professional Adviser | 16 Oct 2014 | 12:33

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