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Investing in the profession

RDR

Two minute recap: Statements of Professional Standing

David Thomson, director of policy and public affairs at the Chartered Insurance Institute, gives a quick recap of the rules surrounding Statements of Professional Standing.

clock 20 September 2011 •

Investing in the profession

Five steps to CII RO exam success

Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.

clock 15 September 2011 •

Wrap/platforms

FundsNetwork hosts platform workshops for advisers

Fidelity FundsNetwork is launching a series of nationwide platform training workshops for advisers next month.

clock 13 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 •

Investing in the profession

CII: Advisers are pessimistic about skills outlook

A growing number of financial advisers believe the UK will suffer a skills shortgage within the next decade, according to a study by the Chartered Insurance Institute (CII).

clock 09 September 2011 •

RDR

Your post-RDR options if you don't meet the deadline

New Model Business Academy's Lee Travis looks at the options for advisers who will not be RDR ready on 1 January 2013.

clock 08 September 2011 •

Property Investment

How to construct a winning global real estate portfolio

Chris Urwin, global research manager - real estate at Aviva Investors, looks at where the best opportunities lie for global real estate investors.

clock 08 September 2011 •

Investing in the profession

Should you change your investment approach post-RDR?

The advent of RDR is changing the way advisers view their investment offering, says Phil Lindsay, development director (UK) at OBSR.

clock 08 September 2011 •

Investing in the profession

Former Bluefin director Everill named PFS president

Jon Everill, a former director at Bluefin and a co-founder of Destini, has been voted in as the new president of the Personal Finance Society (PFS).

clock 07 September 2011 •

Investing in the profession

London IFA takes top seat at Million Dollar Round Table

A London-based Chartered Financial Planner has been appointed secretary of international financial planning association the Million Dollar Round Table (MDRT).

clock 05 September 2011 •
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