RDR

National IFA 2plan Wealth Management is to be restructured to incorporate a network model, catering for registered individuals (RIs) and appointed representatives (ARs).

AWD Chase de Vere has said it has no plans to offer any simplified advice, suggesting it would be unprofitable and pose too many regulatory concerns.

Last week, the FSA (finally) produced guidance for firms considering launching a simplified advice proposition.

In the second of a six part special on preparing for RDR, Ed Dymott, head of commercial at Fidelity Worldwide Investment offers his tips for getting your firm ready for 2012 and beyond.

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.

The time taken by the Financial Services Authority (FSA) to give financial services firms permission to expand has hit a record 97 days.

Nationals round-up: Investment trusts continued to get more publicity, while power of attorney, pensions, downsizing and fee-based advice all got a mention.

Advisers have just under 500 days before the retail distribution review (RDR) bans them from receiving new commissions from providers, but the debate over the ethics of commission rages on.

The Financial Services Authority (FSA) has identified three main areas where firms (and individuals) may become involved in the delivery of a simplified advice process...

Perspective Financial Group has made its 24th acquisition with the purchase of Durham-based independent financial adviser (IFA) Walter Wright Financial Services (WWFS).