adviser firms

        RP Poll: SIPPs and P2P lending

        Retirement Planner | 02 Sep 2014 | 17:38

        In this week's quick fire Retirement Planner poll we ask: Should SIPPs go into Peer to Peer lending?

        rp-adviserissues
        trashing-tcf

        Consumer Panel chair launches scathing attack on firms' TCF duty

        The chair of the Financial Services Consumer Panel (FSCP) has offered harsh criticism of firms' efforts to improve how they deal with clients, saying she doesn't believe most have embraced the idea of treating customers fairly.

        Professional Adviser | 20 Aug 2014 | 13:24
        FSCS

        Keydata claims another adviser as 28 firms declared in default

        Another Keydata adviser has been declared in default by the Financial Services Compensation scheme (FSCS), as it published a new list of 28 advice firms unable to meet claims against them.

        Professional Adviser | 14 Aug 2014 | 12:09

    Other adviser firms articles

      Three businesspeople meet and shake hands

      SJP-affiliated legal firm snaps up advice businesses in growth drive

      A legal firm, which recently launched as part of the St James's Place (SJP) network, has bought two financial services firms, fueling its plans to reach £500m of assets under management (AUM) in five years.

      Professional Adviser | 15 Jul 2014 | 14:56
      loosmore-mark

      Mark Loosmore on the RDR: Demonstrating value 18 months on

      With transparency at the forefront, an increasing need to demonstrate value to clients, and charging rules changing, technology has never been more central to advisers' work, says IRESS executive general manager (wealth) Mark Loosmore.

      Professional Adviser | 08 Jul 2014 | 12:12
      competitive-advantage-next-exit

      APFA: More small firms could disappear as advisers lack confidence in business models

      The Association of Professional Financial Advisers (APFA) has warned the industry could yet lose more small firms as advisers say they are lacking confidence in their business models.

      Professional Adviser | 27 Jun 2014 | 14:21
      newspapers-and-glasses

      RP: Five things you might have missed

      Have you missed this week's pensions news? Here's Retirement Planner's round-up of the top five stories this week.

      IFAonline | 01 Apr 2014 | 15:32
      path-to-goal

      How I became a life planner: Three personal stories

      Three advisers share their personal stories on why they decided to turn their back on products and make the switch into financial life planning.

      IFAonline | 25 Mar 2014 | 12:53
      hfrawards3

      Retirement Planner Awards open for entries

      Retirement Planner has launched its first awards event to recognise high standards of advice in the retirement planning sector.

      IFAonline | 18 Mar 2014 | 15:23
      people-search-shutterstock-128521253

      Masterclass: How to set up a self-directed proposition

      Is it possible for all advisory firm to establish and run a successful self-directed proposition? Rebecca Jones investigates...

      IFAonline | 24 Feb 2014 | 13:12
      An eye in close-up superimposted by a screen of random numbers

      Authorised firm numbers down but recovering

      The number of authorised firms is lower than it was in December 2012, but has risen since hitting a post-Retail Distribution Review (RDR) floor last April, according to figures from the Financial Conduct Authority (FCA).

      IFAonline | 19 Feb 2014 | 10:20
      Large gold pound sign

      True Potential profits soar 47% as jump in adviser numbers pays dividends

      The True Potential group has reported its net profit for last year was up 47% as it benefited from a drastic increase in adviser numbers.

      IFAonline | 30 Jan 2014 | 11:22
      adviser

      A later life plan: Interview with Symponia's Jeremy Davies

      In October Symponia launched its Legal Academy to help foster strong working relationships between advisers and solicitors operating in the later life market. Helen Morrissey talks to joint managing director Jeremy Davies about his plans for the Academy.

      Retirement Planner | 22 Jan 2014 | 11:32
      rdr-blackboard

      RDR Inquiry: Survive and adapt

      Fiona Murphy looks at the results of Retirement Planner’s inquiry into RDR and finds out how advisers have survived and adapted to the reforms.

      Retirement Planner | 22 Jan 2014 | 11:28
      quiz2

      Quick quiz of the week's news

      How much do you remember about some of this week's key stories?

      IFAonline | 17 Jan 2014 | 12:03
      rp-pensions

      Three things we learned this week

      Retirement Planner's round-up of the top pension stories this week.

      Retirement Planner | 14 Jan 2014 | 16:39
      wheelchair56

      Advisers stress LTC commitment as Care Bill progresses

      Advisers have stressed they are keen to become more involved in long-term care (LTC) advice, with a desire to be included in council referral lists, the Association of Professional Financial Advisers (APFA) says.

      Retirement Planner | 09 Jan 2014 | 12:25
      FSCS

      FSCS declares further 18 advisory firms in default

      The Financial Services Compensation Scheme (FSCS) has declared a further 18 advisory firms in default.

      IFAonline | 21 Oct 2013 | 12:03
      financial-planning-young

      Why you are never too young to get financial advice

      There is a common misconception that financial advice is reserved for later life, but younger people could be missing a trick by delaying.

      IFAonline | 03 Oct 2013 | 12:37
      adviser

      Adviser long- stop: On the campaign trail

      A campaign to introduce a long-stop for advisers is gaining momentum. Fiona Murphy looks at the issues driving this

      Retirement Planner | 18 Sep 2013 | 10:06

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