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Your profession

Managed solutions

Why better for clients is better for business

Why better for clients is better for business

clock 17 December 2014 •

Adviser tips

So you think you need a paraplanner? Read this first...

So you think you need a paraplanner? Read this first...

clock 17 December 2014 •

Investment

Armchair Critic: The Nutmeg Experience

Armchair Critic: The Nutmeg Experience

clock 17 December 2014 •

Charging

Clients 'unaware and unclear' about ongoing services charges

About two out of three financial advice clients receive ongoing services but only half understand what they are actually paying for, research from NMG has found.

clock 16 December 2014 •

Regulation

RDR is working, FCA declares

The Financial Conduct Authority (FCA) has declared the Retail Distribution Review (RDR), its "once in a generation" project to revamp the retail investment advice market, is working, though some concerns remain on the costs and labels of advisers' services....

clock 16 December 2014 •

Charging

Advice needs to be 'commoditised' to attract consumers - Unbiased

Financial advice should be grouped by type of service and given price tags to break down the barriers consumers often face when shopping for it, Unbiased chief executive Karen Barrett has suggested.

clock 16 December 2014 •

Your profession

AFH extends fundraising drive as investment nears £2m

Financial planning and investment management firm AFH has secured £1.9m from investors through unsecured notes and extended its deadline to meet further demand from self-invested personal pension holders.

clock 16 December 2014 •

Regulation

IFA: Less than 10% of people need advice

Less than a tenth of the population has complex enough needs to warrant the fees they would pay for advice, and would be better served by guidance, an IFA has said.

clock 15 December 2014 •

Regulation

MAS adviser directory rules revealed

The Money Advice Service (MAS) has published details of the criteria advisers will need to meet before they can be listed on the website's directory.

clock 15 December 2014 •

Regulation

Wealth managers rail against 'crippling' suitability requirements

Wealth management firms say they are being "crippled" by suitability requirements as the Financial Conduct Authority (FCA) increases its scrutiny of the sector.

clock 15 December 2014 •
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