Defaqto
Wrap/platforms
Platforms are failing to deliver expected levels of service to advisers in nine out of ten areas, according to Defaqto.
24 September 2012
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Wrap/platforms
Financial advisers are prioritising the speed of doing new business with platforms as the most important factor when selecting a provider, research suggests.
06 August 2012
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RDR
Advisers expect to write less tax-wrapped business in 2013, according to research.
16 July 2012
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RDR
The Financial Services Authority (FSA) has admitted it still has plenty of work to do on educating the public on the Retail Distribution View (RDR), but said advisers will also have to play their part in explaining the changes to the market.
06 July 2012
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uncategorised
The abolition of protected rights from pension saving will make setting up flexible drawdown easier and quicker for advisers, providers have said.
31 May 2012
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Long Term Care
Two-thirds of IFAs do not account for long-term care within clients' financial planning; according to a survey.
27 April 2012
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Wrap/platforms
Advisers continue to be confused by the FSA's stance on single platform use, research suggests.
27 March 2012
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