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IFA

TCF

Friends defends D2C arm against client poaching claims

Friends Life has defended its direct to consumer proposition, PlanWise, against an claims it is using the service to cut advisers out of the sales process.

clock 03 October 2011 •

Investment General

IFAs predict FTSE plummet in confidence crash

Confidence in the UK economy amongst advisers has fallen by 5% this quarter, Skandia says.

clock 29 September 2011 •

RDR

Advisers predict RDR will push clients back to direct sales

More than half of IFAs predict the retail distribution review (RDR) will drive consumers to self-invest over the next year, Legal & General (L&G) Investemnts says.

clock 29 September 2011 •

Protection

Around the world: New Zealand's KiwiSaver

With the National Employment Savings Trust (NEST) coming, the NZ government illustrates a low-cost approach to distributing protection products. Greg Becker explains

clock 28 September 2011 •

uncategorised

Three in four pensions sold by IFAs

Independent financial advisers wrote more than three quarters of the life and pensions business in 2010, according to figures from the Association of British Insurers (ABI).

clock 23 September 2011 •

uncategorised

Adviser launches pension master trust to rival NEST

A financial adviser has launched a pension scheme to directly compete with the government-backed, and taxpayer funded, National Employment Savings Trust (NEST).

clock 21 September 2011 •

Technology

Calvert to publish book of top advice tweets

Philip Calvert, the founder of social network IFALife, will publish a book of top financial advice tweets for consumers.

clock 19 September 2011 •

Protection

Market Views: Utilising social media

The internet, new media and social media are continuing to grow in popularity and importance for interacting with people. What should advisers be doing to make the most of these opportunities?

clock 12 September 2011 •

Your profession

IFA consolidator Perspective earnings climb 40%

Perspective Financial Group, the IFA consolidator which has acquired more than 20 businesses since launch, has reported increased earnings and profits in the first half of the year, boosted by a doubling of assets under management (AUM).

clock 12 September 2011 •

ETFs

RDR unlikely to increase direct retail ETF use says Feifa head

The Retail Distribution Review (RDR) will not change independent financial advisers'(IFAs) reluctance to use ETFs because they do not fully understand how they work, says the head of an industry body for advisers.

clock 05 September 2011 •
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