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Your profession

Regulation

APFA: RMAR is so confusing even accountants don't get it

The Association of Professional Financial Advisers (APFA) has endorsed the regulator's show of interest in the issues firms are facing with Retail Mediation Activities Return (RMAR) reporting but warned that more work needed to be done.

clock 06 September 2013 •

Regulation

Adviser fights FCA over 'illogical' RMAR reporting

An adviser has complained to the Financial Conduct Authority (FCA) following an hour-long phone conversation about Retail Mediation Activities Return (RMAR) reporting that led to an agreement over accounting rules that was not "entirely logical".

clock 06 September 2013 •

Your profession

Lighthouse to shut Exeter office after business review

Lighthouse Group plans to shut its Exeter office after a strategic business review.

clock 05 September 2013 •

Your profession

Towry acquires Bluefin Personal Consulting

Wealth manager Towry has acquired Bluefin Personal Consulting (BPC), the Axa UK-owned financial planning unit of Bluefin, for an undisclosed sum.

clock 05 September 2013 •

Charging

Could more advice options get clients on board quicker?

BEHAVIOURAL FINANCE

clock 05 September 2013 •

Your profession

Rational thinking: Is behavioural finance worth advisers' attention?

BEHAVIOURAL FINANCE

clock 05 September 2013 •

Charging

Do investors actually deserve more charging information?

CHARGING

clock 05 September 2013 •

Adviser tips

What to do when accountants step into 'adviser territory'

ACCOUNTANTS

clock 05 September 2013 •

Your profession

From the Ed: Brain teasers

COMMENT

clock 05 September 2013 •

Investment

Clued up? Now's the time to act on JISAs

JISAs

clock 05 September 2013 •
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