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Author profile

Rahul Odedra

Articles by Rahul Odedra

Your profession

This week's news... condensed

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

clock 30 September 2011 •

Your profession

Movers & Shakers

It has been another busy week in the world of financial services...

clock 30 September 2011 •

Investing in the profession

CISI to offer Chartered Wealth Manager status

The Chartered Institute of Securities and Investment (CISI) will offer Chartered Wealth Manager status to members with Level 6 qualifications.

clock 29 September 2011 •

Wrap/platforms

How does your wrap or platform rate?

Standard Life, True Potential and Wealthtime have emerged on top of a survey of some of the major wraps and platforms.

clock 29 September 2011 •

Regulation

Zurich: Market size and fees will hold back simplified advice

Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.

clock 28 September 2011 •

Networks/Clubs

Openwork blames losses on Caerus and RDR

Openwork recorded a pre-tax loss of £8.5m in 2010, on top of a £5.6m loss during the previous year.

clock 28 September 2011 •

Economics / Markets

S&P must fight off lawsuit over CDO rating

Standard and Poor's (S&P) has revealed it has received notice from the Securities and Exchange Commission (SEC) recommending a lawsuit be brought against it over a mortgage-backed security it rated in 2007.

clock 27 September 2011 •

Investing in the profession

Minimum £2,100 for new Level 5 alt assessment

A new alternative assessment route for QCF Level 5 qualifications has been opened up to advisers following a pilot phase.

clock 27 September 2011 •

Investing in the profession

What would you do if a colleague got unfair help with exams?

You suspect a colleague has received help in an exam from a senior member of staff who happens to plays a key role with the professional body. What do you do?

clock 27 September 2011 •

RDR

Fitch warns life cos: Don't rely on IFAs

Ratings agency Fitch has warned that life companies which rely on independent financial advisers (IFA) to distribute their products could be negatively affected by the retail distribution review (RDR), and predicted a bright future for bancassurance....

clock 26 September 2011 •
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