AWD Chase De Vere will take on no new clients worth £50,000 or less following the Retail Distribution Review (RDR), according to the group's head of communications Patrick Connolly.
Retirement specialist LV= has released its Retail Distribution Review (RDR) adviser charging strategy just nine weeks before the deadline.
Almost two-thirds of UK-based advisers say it will not be profitable to advise clients with less than £50,000 after the Retail Distribution Review (RDR), according to research.
Following reports that Skandia is in talks to buy a share in Caerus Wealth, chief executive, Keith Carby, has insisted to IFAonline that the management at Caerus is "not in exit mode".
Cheshire-based financial advisory group Perspective is understood to have put itself up for sale ahead of the Retail Distribution Review (RDR).
The Financial Planning Standards Board (FPSB) has been approved as an affiliate member of the International Organisation of Securities Commissions (IOSCO), the standard setter for global securities markets.
The Financial Conduct Authority (FCA) must provide the industry with examples of good practice, something that has been "missing" from regulatory correspondence to date, according to the Chartered Insurance Institute (CII).
The Finance & Technology Research Centre (F&TRC) has soft launched a free software comparison tool to help advisers compare available software according to their own priorities.
Bournemouth-based MFP Wealth Management is the first advisory firm to have been awarded the BS8577, a certificate demonstrating the firm has attained operational excellence as defined by the British Standards Institute.