Professional Adviser, supported by the Chartered Insurance Institute, today launches a new initiative to help advisers achieve and maintain the highest levels of professionalism.
The Chartered Institute for Securities & Investment (CISI) has launched an online video service to help members build up CPD hours.
Professional Adviser speaks to the CII as we launch our Investing in the Profession initiative to help promote improving standards for advisers.
The ‘emerging' adviser profession is on a long journey to be as highly recognised as doctors or accountants and a whole package of measures will be needed to change consumer perceptions, according to CII director of financial services Steve Jenkins.
Michael Wall, managing director of Beaumont Robinson, explains why the new regulatory environment does not signal Armageddon for advisers.
The compliance industry is out of step with the FSA over how to assess clients' attitude to risk, exposing advisers to unnecessary enforcement action, IFA consolidator Succession warns.
There's still time to get your firm in order for RDR. Rebecca Thorpe, principal at Bovill, offers her guide to meeting the requirements.
Three practitioners with contrasting views talk to Maria Merricks about why they have decided on their chosen route.
In an industry first, IFAonline brings you a series of structured CPD articles fully accredited by the IFP and confirmed as meeting the RDR learning outcomes as set by the FSA. This week: Lawyer Adam Samuel on ethics.
Sanlam Private Wealth, the newly rebranded Buckles Investment Services, plans to ramp up its graduate recruitment drive to boost its adviser numbers to over 200.