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Author profile

Rahul Odedra

Articles by Rahul Odedra

Your profession

Adviser avoids jail after stealing from own firm

A financial adviser has avoided jail after admitting to stealing money from his firm while his partner had cancer.

clock 19 September 2011 •

Your profession

Five things your clients will call you about this week

Nationals round-up: Investment trusts continued to get more publicity, while power of attorney, pensions, downsizing and fee-based advice all got a mention.

clock 19 September 2011 •

Technology

Simplified advice: The three options open to your firm

The Financial Services Authority (FSA) has identified three main areas where firms (and individuals) may become involved in the delivery of a simplified advice process...

clock 15 September 2011 •

Technology

Simplified advice: How to select a product suite

You're almost done developing a simplified advice system - all that's left is to select the products you want available on it...

clock 15 September 2011 •

Regulation

How to design a simplified advice service (and how not to)

The Financial Services Authority's guidance consultation on simplified advice has provided a roadmap for firms considering developing a proposition.

clock 15 September 2011 •

Regulation

MAS: We use word advice as 'ordinary folk understand it'

The chief executive of the Money Advice Service (MAS) today said his organisation offers advice solely as "ordinary folk understand it", and revealed some independent financial advisers (IFAs) had helped to develop its material.

clock 15 September 2011 •

Regulation

FSA forces bankruptcy on unauthorised CIS mastermind

The Financial Services Authority (FSA) has forced bankruptcy upon a man who was behind a £4.8m unauthorised collective investment scheme (CIS), after he failed to pay money back to his investors.

clock 15 September 2011 •

RDR

Perspective acquires Durham IFA

Perspective Financial Group has made its 24th acquisition with the purchase of Durham-based independent financial adviser (IFA) Walter Wright Financial Services (WWFS).

clock 15 September 2011 •

Structured Products

SPGO launches structured products investment platform

SPGO has launched a structured products investment platform aimed at financial advisers and institutional investors.

clock 15 September 2011 •

Mortgages

Mortgage adviser banned for withholding client files

A mortgage adviser has been banned from conducting regulated activities after he failed to hand over copies of client files ahead of an FSA review.

clock 14 September 2011 •
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