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Addidi Wealth

Wrap/platforms

Platforms need 'sense check' on compliance - Addidi

Platforms have adopted a lot of new and unnecessary regulatory processes and need to step back and take a "sense check", according to one wealth planner and chief executive.

clock 07 June 2013 •

RDR

Addidi Wealth: RDR paperwork 'too confusing' for clients

Retail Distribution Review (RDR) requirements have made paperwork correspondence "too long, confusing and not very intuitive", said one IFA.

clock 11 December 2012 •

Adviser tips

Customers must remain the focus 'amid RDR hype'

Advisers must not lose sight of their clients' needs in the run-up to the Retail Distribution Review (RDR), AXA Wealth has said.

clock 22 October 2012 •

Income

Older people excluded from financial services

Older people are struggling to access financial services because products and industry do not connect with them, suggests research.

clock 19 September 2012 •

Investment

How has austerity hit retired clients?

Fiona Murphy asks IFAs how government austerity measures have affected clients' retirement planning.

clock 31 July 2012 •

Income

HSBC survey "little relevance for British women" - Addidi Wealth

Addidi Wealth's Anna Sofat has described the findings of HSBC's latest retirement report as having "little relevance for British women."

clock 03 November 2011 •

Investment

Women and retirement - what are the issues?

Fiona Murphy looks at the financial strains affecting how women are preparing for retirement.

clock 12 October 2011 •
12
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