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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Offshore Investment

IFAs not responsible for Kaupthing risk - AIFA

IFAs are not responsible for misjudging the risk to depositors placing money in collapsed bank Kaupthing Singer & Friedlander Isle of Man (KSFIOM), according to the Association of IFAs (AIFA).

clock 06 February 2009 •

Technology

Adviser Office integrates with Nucleus

1st-The Exchange has completed an exclusive integration of its Adviser Office system with Nucleus Financial Group to provide a valuations link with the Nucleus wrap platform.

clock 06 February 2009 •

Mortgages

Sale & rent back to be regulated in July

The FSA could begin regulating the controversial sale and rent back industry as soon as July this year, a consultation paper has revealed.

clock 06 February 2009 •

uncategorised

Ashley Law strikes joint agreement with Intrinsic

Ashley Law is to join the Intrinsic Financial Services Group in a joint expansion plan.

clock 06 February 2009 •

Technology

Online IFA diploma exams dubbed 'a logical step'

Online diploma exams are a 'logical step' according to Wizard Learning, which has just completed its roll-out of practice exams for advisers taking the CII Diploma in Financial Planning.

clock 06 February 2009 •

Mortgages

IFAs forecast equity release boom

Three in four IFAs expect consumer interest in equity release to climb in the next three months as retirement funds dwindle and savings are stretched, a report suggests.

clock 06 February 2009 •

Technology

SWIP online centre awarded CII accreditation

The CII has granted Scottish Widows Investment Partnership's (SWIP's) Intelligence Centre CPD accreditation.

clock 06 February 2009 •

Investment

Just Retirement sales down 8.6%

Just Retirement saw sales slump 8.6% during the second half of 2008 as the firm chose to focus on profitability over new business.

clock 06 February 2009 •

Investment

Royal London life and pensions sales soar; RLAM sinks

Royal London saw group life and pensions sales climb 17% during 2008, with 90% of individual new business coming from advisers charging agreed fees.

clock 06 February 2009 •

Your profession

Sesame advisers fear 'RDR-induced' exodus

Fears continue to mount good advisers could be forced out of the industry unnecessarily as a result of new standards proposed in the Retail Distribution Review (RDR), Sesame research suggests.

clock 06 February 2009 •
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