Opinion

Armchair Critic: The known unknowns of regulated online advice

Professional Adviser | 14 Apr 2014 | 16:25

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

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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
mark-polson

Mark Polson: Why it's time for platforms to start sweating the small stuff

The future for platforms - and everything else in this sector actually - is all in the detail, writes platforms expert Mark Polson...

Professional Adviser | 11 Apr 2014 | 15:57

Other Opinion articles

budget-case1

Blog: Why pensioners won't buy that Lamborghini

Can the public be trusted with their savings, as George Osborne so confidently suggested? Aegon's Colin Bell thinks so...

Professional Adviser | 08 Apr 2014 | 22:09
scott-sinclair

Blog: Can insurers pass the impartiality test?

Here's a starter for ten: could insurance companies deliver a retirement ‘advice' service that is both cost effective and able to pass a public test of impartiality?

Professional Adviser | 08 Apr 2014 | 14:17
clock striking twelve with pound sign

Not dancing yet: One adviser's caution over FCA long-stop promise

An adviser who has campaigned for the re-introduction of a long-stop on complaints against financial advisers reaching the Ombudsman has urged caution and patience after the Financial Conduct Authority (FCA) promised to revisit the issue.

Professional Adviser | 07 Apr 2014 | 22:22
picasso

Armchair Critic: You don't need to be Picasso to innovate

True innovation may seem beyond reach, but small changes can make big differences for advisory businesses, writes Brendan Llewellyn...

Professional Adviser | 07 Apr 2014 | 16:47
scott-sinclair

Introducing... Professionaladviser.com

Yes, we know you love IFAonline.co.uk (we do too), but this is a brave new world for professional financial advice...

Professional Adviser | 07 Apr 2014 | 15:37
dymott-ed-cutout

Closed life probe: Why the RDR journey can’t end here

The RDR journey has come to a grinding (unsatisfactory) halt, writes Ed Dymott. Here he explains how the FCA's plan to probe the closed life market could help get the magical mystery tour back on track...

IFAonline | 28 Mar 2014 | 12:35
hall-dennis

Off to see the wizard: Dennis Hall says Osborne's pension changes are smoke and mirrors

If I hear another government minister say they’re doing something for the ‘hard working families of Great Britain’, I think I’m going to retch.

IFAonline | 24 Mar 2014 | 13:14
hall-dennis

I predict a U-turn: Dennis Hall on Osborne’s pensions ‘false largesse’

I don’t think I’m speaking out of turn when I say this government is wilfully playing fast and loose with people’s futures.

IFAonline | 21 Mar 2014 | 13:01
George Osborne delivers budget in 2014

Blog: Did George Osborne just kill the annuity market?

No one will have to buy an annuity, the Chancellor of the Exchequer has decreed.

IFAonline | 19 Mar 2014 | 14:55
paularmson

Is financial planning sexy?

Being a financial planner is the sexiest job in the world, so claims Paul Armson, founder and CEO of Inspiring Advisers...

IFAonline | 12 Mar 2014 | 12:34
Keith Richards

Keith Richards: The little-known meeting that might just bring trust back

Is the financial services sector as disjointed as some suggest? Not according to PFS chief executive Keith Richards, who here explains why he believes a new initiative can result in greater trust among the public...

IFAonline | 11 Mar 2014 | 10:12
lawrence-gosling2

Blog: Are we wasting our time simplifying fund costs?

It seems we've seen the back of clean and super clean share classes, which is a relief as the whole thing was very tedious and did little to further the discussion about the value the asset management industry provides.

IFAonline | 10 Mar 2014 | 22:40
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NMBA's Lee Travis: My afternoon at 10 Downing Street

New Model Business Academy (NMBA) chief executive Lee Travis on being invited to No 10 to talk about the importance of apprentices in financial services.

IFAonline | 10 Mar 2014 | 10:33
Colin Bell2

Comment: Could I borrow a tenner, my son?

Aegon Ireland’s Colin Bell says early advice pays dividends in retirement...

IFAonline | 06 Mar 2014 | 12:30
mark-polson

Mark Polson: Why direct platforms are not advisers' enemy

Direct platforms - all the rage since the start of the year - need not be seen as the enemy by advisers. In fact, quite the contrary, writes Mark Polson...

IFAonline | 06 Mar 2014 | 08:21
lawrence-gosling2

Comment: Is it time to do away with fund league tables?

By definition, the Premier League is a meritocracy: the best team finishes top, the worst bottom, and it is purely measured on performance.

IFAonline | 05 Mar 2014 | 23:43
black-friday-checklist

Why is this advice marked 'not clear'? Re-thinking compliance

Why one IFA director thinks the world of compliance checking needs an overhaul...

IFAonline | 05 Mar 2014 | 12:45

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