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adviser firms

RDR

APFA: More small firms could disappear as advisers lack confidence in business models

The Association of Professional Financial Advisers (APFA) has warned the industry could yet lose more small firms as advisers say they are lacking confidence in their business models.

clock 27 June 2014 •

Pensions

RP: Five things you might have missed

Have you missed this week's pensions news? Here's Retirement Planner's round-up of the top five stories this week.

clock 01 April 2014 •

Your profession

How I became a life planner: Three personal stories

Three advisers share their personal stories on why they decided to turn their back on products and make the switch into financial life planning.

clock 25 March 2014 •

Your profession

Retirement Planner Awards open for entries

Retirement Planner has launched its first awards event to recognise high standards of advice in the retirement planning sector.

clock 18 March 2014 •

Adviser tips

Masterclass: How to set up a self-directed proposition

Thinking of setting up a D2C offering? This week's masterclass tells you how

clock 24 February 2014 •

Regulation

Authorised firm numbers down but recovering

The number of authorised firms is lower than it was in December 2012, but has risen since hitting a post-Retail Distribution Review (RDR) floor last April, according to figures from the Financial Conduct Authority (FCA).

clock 19 February 2014 •

Your profession

True Potential profits soar 47% as jump in adviser numbers pays dividends

The True Potential group has reported its net profit for last year was up 47% as it benefited from a drastic increase in adviser numbers.

clock 30 January 2014 •

Long Term Care

A later life plan: Interview with Symponia's Jeremy Davies

In October Symponia launched its Legal Academy to help foster strong working relationships between advisers and solicitors operating in the later life market. Helen Morrissey talks to joint managing director Jeremy Davies about his plans for the Academy....

clock 22 January 2014 •

RDR

RDR Inquiry: Survive and adapt

Fiona Murphy looks at the results of Retirement Planner's inquiry into RDR and finds out how advisers have survived and adapted to the reforms.

clock 22 January 2014 •

Your profession

Quick quiz of the week's news

QUICK QUIZ

clock 17 January 2014 •
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