adviser firms

RP: Five things you might have missed

IFAonline | 01 Apr 2014 | 15:32

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


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

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

Other adviser firms articles


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

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 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

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

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

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 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

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 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

LTC: Is financial advice falling by the wayside?

In the latest development on the Care Bill, the clause compelling people with care needs to be referred to regulated financial advisers, was rejected. Fiona Murphy looks at the issues.

Retirement Planner | 21 Aug 2013 | 17:03

Three things we learned this week

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

Retirement Planner | 20 Aug 2013 | 16:57

Nearly 30% of advisers switched platforms in the last 12 months

The percentage of advisers switching platforms increased from 21% to 29% over the past 12 months, according to data from to independent financial research company Defaqto.

IFAonline | 12 Aug 2013 | 10:48
HM Revenue and Customs

Law Society urges government to rethink LLP proposals

The Law Society has urged the government to halt its proposed reform of the tax law that governs limited liability partnerships (LLP), a structure commonly used by advisory businesses.

IFAonline | 08 Aug 2013 | 12:28

Nearly a third of advisory firms have lost clients due to RDR

Nearly a third of advisory firms have lost clients as a result of the Retail Distribution Review (RDR), according to research from GfK.

IFAonline | 26 Jul 2013 | 07:19
buysell buttons

One quarter of adviser firms to sell in three years - research

Some 27% of advisers expect to have sold their firms within three years according to research.

IFAonline | 25 Jun 2013 | 15:19


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