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Technology

Regulation

Advisers 'not realistic' when assessing client banks - FSA

Technical specialist at the FSA Rory Percival told advisers that too many firms that had adopted Centralised Investment Propositions (CIPs) were aspirational and "not realistic" when assessing their client banks.

clock 29 June 2012 •

Technology

Guardian WM attempts to crack 'Skype advice'

Guardian Wealth Management has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.

clock 28 June 2012 •

Technology

Tech review: More data than you can possibly imagine

TECHNOLOGY

clock 28 June 2012 •

Wrap/platforms

Platform rebate paper: What the industry said

PLATFORMS

clock 27 June 2012 •

Wrap/platforms

Platform rebate paper: Ten key things to know

PLATFORMS

clock 27 June 2012 •

Wrap/platforms

Skandia: Cash rebate ban a 'blow' to wraps

Today's confirmation that cash rebates will be banned is a 'blow' to wrap platforms and presents a 'significant challenge' to their business models, fund supermarket Skandia has said.

clock 27 June 2012 •

Wrap/platforms

Hargreaves: Rebate ban won't hurt our profitability

Hargreaves Lansdown is confident its business model has the flexibility to cope with the ban on platform rebates proposed today by the Financial Services Authority (FSA).

clock 27 June 2012 •

Wrap/platforms

FSA: Platform rules will drive down fund prices

The unbundling of platform charges will result in greater price competition between fund providers, the Financial Services Authority (FSA) said today.

clock 27 June 2012 •

Wrap/platforms

FSA stops short of applying rebate ban to life cos

The Financial Services Authority (FSA) has suggested it will not read across its proposed ban on platform rebates to life companies, but has promised to explore the issue further.

clock 27 June 2012 •

Wrap/platforms

Execution-only platforms hit by rebate ban

The FSA has decided to apply its ban on platform rebates to execution-only propositions.

clock 27 June 2012 •
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