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Author profile

Nicola Brittain

Nicola Brittain

Articles by Nicola Brittain

RDR

AWD: 'We won't take on clients with £50k or less'

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.

clock 23 October 2012 •

RDR

LV= launches RDR adviser charging strategy

Retirement specialist LV= has released its Retail Distribution Review (RDR) adviser charging strategy just nine weeks before the deadline.

clock 23 October 2012 •

RDR

Most advisers will reduce service for poorer clients - study

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.

clock 22 October 2012 •

Investing in the profession

Keith Carby: 'we are not in exit mode'

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".

clock 22 October 2012 •

Economics / Markets

Perspective Financial Group up for sale

Cheshire-based financial advisory group Perspective is understood to have put itself up for sale ahead of the Retail Distribution Review (RDR).

clock 22 October 2012 •

Investing in the profession

FPSB links with global securities body

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.

clock 19 October 2012 •

Regulation

CII: FCA must give examples of 'good' practice

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).

clock 19 October 2012 •

Investing in the profession

F&TRC launches adviser software comparison tool

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.

clock 18 October 2012 •

Investing in the profession

MFP first to receive British Standards certificate

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.

clock 18 October 2012 •

Adviser tips

Advisers query providers' RDR-readiness

RDR-READY?

clock 18 October 2012 •
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