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Charging

Charging

AWD sees 'no profit' in simplified advice

AWD Chase de Vere has said it has no plans to offer any simplified advice, suggesting it would be unprofitable and pose too many regulatory concerns.

clock 21 September 2011 •

Adviser tips

Three (large) firms eyeing simplified advice

Last week, the FSA (finally) produced guidance for firms considering launching a simplified advice proposition.

clock 20 September 2011 •

Charging

VAT should extend to financial services, says IFS

The Institute for Fiscal Studies (IFS) has proposed extending VAT to nearly all spending - including financial services - following its wide-ranging review into the UK's tax system.

clock 14 September 2011 •

Adviser tips

Is this a way of paying introducers that actually works?

Most introducer relationships don't work because they lack workable incentives, says Alan Smith, IFA at Capital Asset Managers. Instead, he says, this is how it should be done...

clock 13 September 2011 •

Charging

Liversidge v Lewis: The full correspondence

BBC journalist Paul Lewis and IFA Neil Liversidge have been having an interesting conversation about trail commission over the last few days...

clock 12 September 2011 •

Charging

Liversidge v Lewis: A tête à tête on trail commission

The definition of the word ‘secret' has been at the heart of a heated, but well-mannered, exchange between the BBC's Paul Lewis and Yorkshire-based IFA Neil Liversidge this week. The topic: Trail commission.

clock 12 September 2011 •

Charging

Five things your clients will call you about this week

Nationals round-up: The usual favourites dominated the headlines, including interest rates, weighing up cash and equities and the future of gold. There was also a look at some alternative investments, while investors were told how they can get some of...

clock 12 September 2011 •

Investment

A Q&A with Ivan Massow

Entrepreneur Ivan Massow caused a stir this week with the launch of his new trail-hunting business paymemy.com.

clock 09 September 2011 •

Charging

Sheriar Bradbury: Massow's trail commission model may just work

Adviser Sheriar Bradbury says Ivan Massow may be on to something with his new commission refund business...

clock 06 September 2011 •

RDR

Massow's trail commission crusade: Four questions

Ivan Massow is back with a controversial new business idea - and he is ready for a "punch-up" as he tries to pinch advisers' clients.

clock 05 September 2011 •
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