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Charging

RDR

Acquisitive London IFA Bradbury Hamilton targets Midlands

Bradbury Hamilton, a London IFA that bought seven client banks last year and has completed almost 50 deals since inception in 1993, has targeted the Midlands for its next phase of buy-out activity.

clock 10 February 2014 •

Charging

Certified financial planners 'generate higher profits' - poll

Those with the Certified Financial Planner (CFP) certification generate higher revenues and profits for firms than those without it, according to a poll.

clock 04 February 2014 •

Charging

Which? mystery shop reveals IFAs dodging fee questions

Many financial advisers are still swerving questions about fees one year after the implementation of the Retail Distribution Review (RDR), according to an investigation by consumer group Which?

clock 29 January 2014 •

Regulation

Why advisers and clients still prefer percentage-based charging

CHARGING

clock 16 January 2014 •

RDR

What financial services can learn from the fast food industry

LESSONS

clock 16 January 2014 •

RDR

Can advisers negotiate lower provider charges?

DEAL

clock 16 January 2014 •

RDR

Former RDR sceptics report shiny happy clients

Few advisers have lost clients as a result of changes to how they are paid, according to a survey suggesting a happier intermediary sector than this time a year ago.

clock 13 January 2014 •

Charging

FOS rejects complaint from client unaware of commission for decade

A client who protested about commission being taken from his pension without his permission and without receiving ongoing advice in return has had his complaint rejected by the Financial Ombudsman Service (FOS).

clock 07 January 2014 •

Investment

Penguin Wealth launches low cost retirement advice service

Cardiff-based IFA Penguin Wealth has launched an online retirement planning advice service aimed at lower-net-worth consumers.

clock 07 January 2014 •

Wrap/platforms

Alliance Trust Savings raises platform charges

Alliance Trust Savings (ATS) is increasing the annual administration fee for the platform by up to £35 from the start of February.

clock 02 January 2014 •
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