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RDR

RDR

Adviser quality kitemark resurrected

A quality kitemark for financial advisers could soon be back on the table as charity Fairlife prepares new proposals.

clock 11 June 2015 •

Regulation

Thousands of miles, hundreds of advisers, one word repeated: Suitability

Thousands of miles, hundreds of advisers, one word repeated

clock 10 June 2015 •

Regulation

PFS joins calls for policy levy to combat 'unsustainable' adviser fees

Professional adviser body the Personal Finance Society (PFS) has called for the introduction of a product levy to help reduce the regulatory cost for advisers.

clock 03 June 2015 •

Wrap/platforms

Urgent and important: Preparing for the sunset clause

Preparing for the sunset clause is both urgent and important

clock 27 May 2015 •

Charging

Cost of advice: Is this meagre multiple the profit margin of the future?

Is this lowly figure the advice profit margin of the future?

clock 27 May 2015 • 5 min read

Regulation

PFS chief warns on 'increasing danger' of unregulated activity

The danger of consumers falling into non-regulated financial advice is increasing and the government must act to increase protection for pensions freedom savers, the Personal Finance Society has said.

clock 26 May 2015 •

Investment Trusts

Investment trusts: How a surge in demand masks a bigger problem

A surge in demand post-RDR makes for positive headlines, but it also masks a bigger problem

clock 18 May 2015 •

Adviser tips

Lead by example: Lessons from the UK election race

Lessons from the UK election race

clock 08 May 2015 •

Investing in the profession

Consolidator mandates QCF Level 6 and doubles adviser CPD

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

clock 21 April 2015 •

Adviser tips

Exit plan: Why selling up doesn't have to be the end of an advice career

Selling up doesn’t have to be the end of your advice career

clock 02 April 2015 •
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