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There have been several press comments recently from organisations questioning whether the use of model portfolios will impact a firm's independent status post RDR.

This week: OPM CIO Tony Yousefian looks at the effect of Treasury cutbacks on housing

Simply asking for a referral is the best way to get one, according to business consultant Steve Billingham. But first you must earn the right to ask

In a scenario more synonymous with English football, new AIFA director general Stephen Gay has been criticised before he has even sat down at his new desk.

Partnership's Chris Horlick says today's headline figures that 20,000 people are selling their homes to fund care is just the tip of the iceberg.

The RDR will now be subject to a full Parliamentary debate, but do not expect the FSA or its successor organisation to backtrack on any of its major proposals.

To herald structured products as 'win-win' for clients except in the most extreme market conditions is highly misleading, Worldwide Financial Planning's Peter McGahan says.

So Roger Guy is ‘retiring’ from day-to-day fund management and CIO Dominic Rossi is off, barely five minutes after it seems he started.

Many cutting remarks have been made about AIFA's apparently-limp challenge to Keydata's classification as an intermediary. Now a lawyer appears to have summed them all up rather succinctly.

This week: Daphne Gu from FundQuest in Boston on why ETFs are not all created alike