L&G's Pollock: High street advice dead? It's alive and kicking

Professional Adviser | 15 Apr 2014 | 07:47

Predictions of a dearth of advisers and an ever-expanding advice gap were wide of the mark, but how consumers access advice may have changed irreversibly, writes John Pollock, chief executive of Legal & General Assurance Society...


Armchair Critic: The known unknowns of regulated online advice

Brendan Llewellyn, Professional Adviser's resident Armchair Critic, examines the viability of online advice models, and reaches what some might consider an inevitable conclusion...

Professional Adviser | 14 Apr 2014 | 16:25

Pete Matthew: Why we're still tweaking our fees document

Jacksons Wealth is a fee-based, RDR-friendly financial planning business. But, after making another tweak to its fees disclosure document, managing director Pete Matthew is beginning to wonder who it's really for - the client or the regulator?

Professional Adviser | 14 Apr 2014 | 15:47

Other RDR articles


Ten questions to prepare for your FCA review

All firms can expect an FCA assessment at some point in the next three years. Allen Swaine of TCC Intermediary, part of The Consulting Consortium, asks if yours is ready...

Professional Adviser | 11 Apr 2014 | 07:39

Billingham: Small firms could be the real RDR winners

Smaller advisory firms have found it easier to implement changes introduced following the Retail Distribution Review (RDR) and stand to be the real winners from the overhaul, according to consultant and adviser Phil Billingham.

Professional Adviser | 09 Apr 2014 | 14:12

The cost of advice: Why are firms still failing to disclose it properly?

The Financial Conduct Authority (FCA) has found “unacceptable” failings concerning advisers’ disclosure of their fees and status and is planning to turn up the heat on firms to get it right. But what do advisers think is going wrong?

Professional Adviser | 07 Apr 2014 | 14:31

Cost of advice: 11 things you need to know about the FCA's review

One financial advisory business is "likely" to be referred to the regulator's enforcement division for failings related to charges disclosure.

IFAonline | 07 Apr 2014 | 10:26

FCA finds 73% of firms fail to show true cost of advice

Nearly three quarters of firms are still failing to show clients the true cost of advice, the regulator has found in what it calls a "wake-up call" for the industry which has already put two firms at risk of enforcement action.

IFAonline | 07 Apr 2014 | 10:24

Independence: Have you got it right on platforms?

As the FCA refocuses its attention on the requirements of independent advice, Rebecca Jones reveals how to select an adequate platform strategy for your business...

Professional Adviser | 03 Apr 2014 | 08:00
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The selling game: What happens when you get bought out by an acquirer?

IFA consolidators have been snapping up firms since the implementation of the RDR left some advisers looking for an exit. But what happens when you decide to sell? Laura Miller finds out...

Professional Adviser | 02 Apr 2014 | 16:19

FCA costs must fall before cheaper advice models can emerge, says APFA

Advisers will find it difficult to develop much-needed cheaper advice models until the Financial Conduct Authority (FCA) lowers its costs, the Association of Professional Financial Advisers (APFA) has said.

IFAonline | 28 Mar 2014 | 07:54

Clarity at last: What 'independent advice' really means

Financial planner and consultant Phil Billingham helps cut through the noise surrounding the FCA’s definition of independence and examines what the term actually means in practice...

IFAonline | 27 Mar 2014 | 11:01

True Potential launches 'new model' network

Financial services group True Potential (TP) has launched a network in a move it says completes its suite of offerings for advisers.

IFAonline | 27 Mar 2014 | 07:56

Fidelity scraps adviser trail on China Special Sits

Fidelity Worldwide Investment is to stop paying trail commission to IFAs on Anthony Bolton's China Special Situations investment trust.

IFAonline | 21 Mar 2014 | 13:03

Five million advised clients orphaned by bank exits, study suggests

The number of previously-advised customers who no longer have a financial adviser following widespread regulatory changes may be as large as five million, a report suggests.

IFAonline | 21 Mar 2014 | 13:03

Think twice: Why joining a network could dearly cost advisers

Being part of a network could actually cost advisers their livelihood, writes Sheriar Bradbury

IFAonline | 20 Mar 2014 | 13:07

The IFA who went restricted to stay independent

Why did DC&A Independent Financial Advisers decide to become DC&A Financial Planning on 1 January this year?

IFAonline | 20 Mar 2014 | 11:01

FCA sets out 'clear' supervisory approach

The Financial Conduct Authority (FCA) has published a guidance document detailing its supervisory approach to firms of all sizes in an attempt to give firms “everything they should know about how we will supervise them”.

IFAonline | 19 Mar 2014 | 09:30

Sesame Bankhall suffers 'disappointing' £19m loss

Friends Life has reported a "disappointing" £19m loss for Sesame Bankhall Group (SBG) in 2013.

IFAonline | 18 Mar 2014 | 09:59

Good karma: The benefits of advisers acting as introducers

Advisers have long passed on work to other advisers, but how has the practice changed and how can both parties protect themselves? Nicola Brittain takes a look..

IFAonline | 14 Mar 2014 | 11:57


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