Investing in the profession

The British Standards Institute (BSI) is consulting on a draft of a voluntary service standard for financial advice businesses.

Premier Wealth Management’s Adrian Shandley couldn’t quite believe a client’s stance on the dwindling value of his property.

The Money Advice Service (MAS) says there is tangible evidence to show it is benefitting independent financial advisers.

Our list of the most useful apps for financial advisers (and their clients)

Every adviser will need a statement of professional standing (SPS) - effectively a practicing certificate for financial intermediaries - to continue seeing clients from 1 January 2013. But what exactly are they? And will clients care?

Watch our latest video with the Chartered Insurance Institute (CII) to hear the latest thoughts on what impact the Retail Distribution Review (RDR) is expected to have on professionalism.

The Pensions Management Institute (PMI) has seen take-up of its Diploma in Employee Benefits and Retirement Savings (DERBS) grow to more than 200 people since its launch in September.

The overwhelming majority of advisers using platforms are still aiming to remain independent after the implementation of the retail distribution review (RDR), with only a handful looking to retire, it has been suggested.

The Association of Investment Companies (AIC) has devised a seven-step guide for advisers to help them prepare for the retail distribution review (RDR).