professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in
  • Home
  • Your profession

Your profession

Regulation

Chartered IFA quits as industry still 'sales based'

A Chartered financial planner who has spent more than two decades advising clients has quit the industry as he believes many parts of it are still geared towards selling products.

clock 24 June 2013 •

Your profession

Five things clients will call you about this week

It's IFAonline's weekly heads up on five articles your clients may have read in the national newspapers over the weekend...

clock 24 June 2013 •

Tax Planning

'Serious' tax evasion on the decline, says law firm

Efforts to stamp out tax evasion appear to be working after figures showed the number of ‘serious' cases hit a five year low.

clock 24 June 2013 •

Your profession

Research: most advisers will be 100% 'adviser charging' within a year

The majority of advisers plan to move all their clients to an adviser charging model within the next 12 months, according to research by Skandia.

clock 21 June 2013 •

Your profession

IFA develops Farmville-type app to help finances of masses

One London-based advisory firm is developing an app that aims to alter financial behaviour with techniques used by Facebook game Farmville and weight loss group Weightwatchers.

clock 21 June 2013 •

Adviser tips

Quiz of the week's news #2

QUICK QUIZ

clock 21 June 2013 •

Regulation

High Court settlement to see £380k from illegal landbanking returned to investors

The Financial Conduct Authority (FCA) has agreed a settlement of proceedings in the High Court which will enable it to return approximately £380,000 to investors in a land bank.

clock 21 June 2013 •

Your profession

CII to consult on corporate chartered standards

The Chartered Insurance Institute (CII) is reviewing the existing standards and eligibility criteria for corporate chartered titles (CCT) to ensure they continue to underpin customers' expectations of a chartered firm.

clock 21 June 2013 •

Regulation

Lloyds: our capital requirement is down to £1.9bn

Lloyds Banking Group said it has reduced its outstanding capital requirement to below £2bn, following the £8.6bn aggregate shortfall figure announced yesterday.

clock 21 June 2013 •

Regulation

Towry: level 6 requirement in two years would be 'no surprise'

Wealth adviser Towry has said it would be "no surprise" if the regulator raises the qualifications bar for advisers to level 6 in the next two to three years.

clock 21 June 2013 •
123212331234
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=your profession&page type=listing page