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Financial advice

RDR

MPs grill Wheatley over web-based 'advice'; consultation due next quarter

Financial Conduct Authority (FCA) chief executive Martin Wheatley struggled today to answer calls from the Treasury Select committee (TSC) for clarity around advised and non-advised online sales.

clock 04 February 2014 •

Charging

Which? mystery shop reveals IFAs dodging fee questions

Many financial advisers are still swerving questions about fees one year after the implementation of the Retail Distribution Review (RDR), according to an investigation by consumer group Which?

clock 29 January 2014 •

Your profession

Consultant: The bigger, better, brighter ways of working in advice

Bigger, better, brighter ways of working

clock 10 January 2014 •

Investment

Three things we learned this week

Retirement Planner's round-up of the top pensions stories this week.

clock 07 January 2014 •

Investment

Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 18 December 2013 •

RDR

The abandoned orphans: 60,000 consumers priced out of advice this year

Almost half of financial advisers have turned away clients this year because they felt their services were too expensive for them, according to research commissioned by the Association of Professional Financial Advisers (APFA).

clock 06 December 2013 •

Regulation

CII investigates impact of RDR on consumers

The Chartered Insurance Institute (CII) is currently undertaking a survey of consumers to see what impact the changes brought about by the Retail Distribution Review has had on them and their view of advice.

clock 04 December 2013 •

Regulation

Advisers welcome FCA clampdown on rogue firms

Advisers have welcomed the Financial Conduct Authority's (FCA) first crack-down on an advisory firm which had permissions to advise but no actual qualified advisers, although they say the regulator should have acted sooner.

clock 04 December 2013 •

Investment

Adviser optimism to drive move away from cash assets - BlackRock

Growing adviser confidence in market performance and increased consumer desire for long-term financial planning are expected to bring beta back into client portfolios in the coming years, a BlackRock survey has suggested.

clock 27 November 2013 •

Investment

Majority of consumers see value of financial advice - research

More than half of consumers believe they would benefit from seeking financial advice, according to a report out today.

clock 28 October 2013 •
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