RDR

        PFS reports post-RDR membership surge

        Professional Adviser | 26 Aug 2014 | 07:33

        Membership of the Personal Finance Society (PFS) has reached more than 35,000, with more than 1,000 people joining in the past year.

        keith-richards-tenet
        profits

        Raymond James cements return to profit

        Advisory and wrap business Raymond James Investment Services has consolidated its return to profit, generating almost £235,000 in 2013.

        Professional Adviser | 21 Aug 2014 | 10:13
        aegon-logo

        Aegon distances itself from executive's 'view' on advisers

        Product provider Aegon has distanced itself from a view attributed to its head of marketing that advisers have been "disintermediated" and that its future lies in direct relationships with consumers.

        Professional Adviser | 19 Aug 2014 | 09:56

    Other RDR articles

      rory-percival-new

      FCA warns firms on 'self-defeating' transactions

      The Financial Conduct Authority (FCA) is reminding advisory businesses to beware "self-defeating transactions" when totting up the total charges clients are being asked to pay.

      Professional Adviser | 14 Aug 2014 | 09:40
      advice1

      Consumer confidence in financial services ‘remains low post-RDR’ - adviser poll

      Almost half of advisers (47%) do not think consumer confidence in financial services has risen since the introduction of the Retail Distribution Review (RDR), according to Cofunds research.

      Professional Adviser | 13 Aug 2014 | 11:14
      David Thomson

      Regulation round-up: Disclosure, simplified advice and payday lending

      In his latest monthly instalment, the CII's David Thomson provides an update on the key regulatory events of the past few weeks...

      Professional Adviser | 08 Aug 2014 | 07:16
      Zurich logo

      Zurich recovers from bond business drop

      Insurer Zurich UK Life has recovered after taking a hit in its bond business last year, posting a 10% rise in operating profits in the first half of the year.

      Professional Adviser | 07 Aug 2014 | 12:20
      fca-logo

      Small firms praise 'collaborative' FCA

      Small firms have seen improvements in the way the Financial Conduct Authority (FCA) communicates with them and said the regulator’s approach has become “increasingly proactive, proportionate and predictable”, according to a far reaching survey.

      Professional Adviser | 06 Aug 2014 | 08:18
      black-friday-checklist

      Full disclosure: Does your firm measure up?

      With an ‘unacceptable' number of firms failing to provide adequate details of their costs and services, Compliance First's Aileen Lynch offers her tips to ensure communications are up to scratch

      Professional Adviser | 05 Aug 2014 | 07:16
      percentages

      Vanishing trail: Fifth have moved all clients to adviser charging

      Just under a fifth of advisory businesses have managed to transition all their clients to a pure adviser charging model, according to a 1,000-adviser survey.

      Professional Adviser | 01 Aug 2014 | 14:59
      max-wright

      Personal Touch profits rise; incurs additional £154k in claims costs

      Restricted network Personal Touch Financial Services has incurred an additional £154,000 in costs relating to claims brought against the firm in 2013, its accounts show.

      Professional Adviser | 31 Jul 2014 | 07:28
      uk-clock

      Derek Bradley: Simplified advice can't work without simplified regulation

      We can forget simplified advice without simplified regulation, writes Derek Bradley

      Professional Adviser | 30 Jul 2014 | 13:54
      Three businesspeople meet and shake hands

      Consolidator AFH buys IFA to expand into Scottish market

      AFH has bought out Edinburgh-based Finlay Gow & Company for £657,000 to enter the Scottish advice market.

      Professional Adviser | 28 Jul 2014 | 07:54
      paraplanner-image

      Perfect harmony? The complicated adviser/paraplanner relationship

      Bradbury Hamilton’s Sheriar Bradbury asks if ever increasing calls for paraplanner qualifications are complicating their working relationship with advisers...

      Professional Adviser | 25 Jul 2014 | 15:55
      carl-lamb

      Pillar of the community: A profile of IFA Carl Lamb

      Clients have always come first at Almary Green, the award-winning IFA firm run by Carl Lamb. But the company’s ethos doesn’t stop there; helping the wider community is also a key part of the firm’s strategy…

      Professional Adviser | 22 Jul 2014 | 11:07
      wheatley-libor

      Wheatley: No prospect of 'regulatory dividend' for advisers

      The prospect of a 'regulatory dividend' for advisory firms - proposed by the Association of Professional Financial Advisers (APFA) - has been all but ruled out by the Financial Conduct Authority (FCA).

      Professional Adviser | 18 Jul 2014 | 07:55
      Spotlight distribution cloud

      Breakdown: The five investment distribution models (as the FCA sees it)

      Think you know the full retail investment product distribution landscape?

      Professional Adviser | 14 Jul 2014 | 15:01
      fca

      Regulator's RDR costs jump 38% in a year

      The Financial Conduct Authority (FCA) spent £3.3m on overseeing the Retail Distribution Review (RDR) last year, according to its annual accounts, a 37.5% increase on the cost of the rule change before implementation.

      Professional Adviser | 10 Jul 2014 | 12:52
      Arrow

      Why the platform price war is causing a headache for advisers

      Nicola Brittain investigates the impact of the industry's race to the bottom on advisers' platform strategies

      Professional Adviser | 10 Jul 2014 | 07:21
      protestors

      The long-stop: Your final call to make a difference

      Time is running out to make your voice heard in the long-stop debate. Derek Bradley, CEO of Panacea Adviser, urges the financial services community to take action today

      Professional Adviser | 04 Jul 2014 | 10:52

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