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Author profile

Rahul Odedra

Articles by Rahul Odedra

Your profession

Has the MAS gone MAD? Client groups as songs...

The Money Advice Service has identified six segments of the UK population and given each a song to summarise their attitude to money...

clock 07 October 2011 •

Your profession

This week's news...condensed

Ten of this week's best-read articles...

clock 07 October 2011 •

Investment

Personal Touch shuns providers to create own risk profiler

Personal Touch Financial Services is rolling out its own risk profiling asset allocation tool to its independent financial adviser (IFA) members, after warnings from the Financial Services Authority (FSA) about other tools in the market.

clock 06 October 2011 •

Your profession

Openwork splits support and recruitment ahead of RDR

Openwork has split its recruitment and adviser support businesses ahead of the retail distribution review (RDR), it has announced today.

clock 05 October 2011 •

Investing in the profession

Why alternative assessment 'not a soft touch'

The company behind a new alternative assessment route to QCF Level 4 has insisted it will not be a 'soft touch' compared to any traditional routes.

clock 05 October 2011 •

Investment

IFP Conference: The six principles and practices of behavioural investing

Faith in the future, patience and discipline have been highlighted as three of the key principles of long term investing.

clock 05 October 2011 •

Investing in the profession

IFP Conference: First accredited firms named

The Institute of Financial Planning (IFP) has named the first 25 businesses to be included in its register of Accredited Financial Planning Firms.

clock 05 October 2011 •

Your profession

Torquil Clark launches simplified advice service

Torquil Clark has launched a telephone-based simplified advice service, using four risk-based portfolios to allocate investments.

clock 03 October 2011 •

Income Protection

Unum trumps Aviva with upbeat Downton IP ad

Protection provider Unum received a broadly positive reaction on Twitter to its upbeat adverts for income protection, aired last night, in stark contrast to the wave of criticism levelled at larger rival Aviva for its shock-tactic ads.

clock 03 October 2011 •

Your profession

Five things your clients will call you about this week

Nationals round-up: More coverage of trail commission, a negative analysis of the flailing absolute returns market and new criticism of whole of life policies.

clock 03 October 2011 •
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