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IFA

Your profession

Passporting: Three things to consider

Paul Stanfield, CEO of FEIFA, outlines the key considerations for advisory firms considering passporting their businesses back into the UK from another EU state.

clock 11 January 2012 •

TCF

Complaints force Standard Life to review client letters

Standard Life (SL) will review the wording of letters sent directly to investors after advisers complained they were incentivizing clients to drop IFAs.

clock 06 January 2012 •

Global Funds

Saltus launches global equity fund in IFA push

Discretionary fund manager Saltus has launched a global equity fund in an extension of its IFA-focused offering.

clock 03 January 2012 •

Your profession

The best piece of advice I gave this year...

From winning £3,500 for an elderly client in time for Christmas to a spot of career advice, 2011 has again been a year of proud moments for IFAs...

clock 22 December 2011 •

Structured Products

Trackers v structures: Why it's worth another look

Ian Lowes of structuredproductreview.com matches a portfolio of five SPs against a proxy tracker and says the result provides an interesting perspective on the value of structures

clock 22 December 2011 • 4 min read

Your profession

The good, the bad and the ugly: A year in review

It's been another busy (and in some instances raucous) year in financial services. While it's been a positive 12 months in many respects for advisers, the regulator has again come in for criticism...

clock 22 December 2011 •

Your profession

From the Editor: When bad news is bad news

Bad news sells. It is a phrase all-too-familiar with journalists who may have heard it from their reader critics, and perhaps from their editors. It's true of course, the phrase. In most cases, a bulletin led by a negative news piece will garner more...

clock 22 December 2011 •

uncategorised

IFA deleted from Standard Life policies without permission

An IFA has claimed Standard Life removed him from his client's policies without instruction.

clock 19 December 2011 •

TCF

Standard Life denies mailout a ploy to poach IFA clients

Standard Life has denied its latest mailout to IFAs' clients is an attempt to sell to them direct.

clock 16 December 2011 •

Protection

Interview - David Child

David Child has taken the helm at one of the country's most ambitious adviser firms. Paul Robertson talks to Lifesearch's new managing director

clock 16 December 2011 •
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