professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

IFA

Regulation

Why you need to know about FATCA

From June 2013, a new piece of tax regulation could have a serious impact on your business.

clock 04 August 2011 •

Investment

IFA censured for investment advice failings

The Financial Services Authority (FSA) has censured Exclusive Asset Management, a Birmingham based IFA, for investment advice failings.

clock 03 August 2011 •

uncategorised

Migrating to the right platform

Chris Read gives his top tips for successful migration of clients' assets onto wrap platforms.

clock 03 August 2011 •

Regulation

MAS under investigation for 'misleading' claims

The Money Advice Service (MAS) will be forced to defend claims made in its television promotions - and even the use of the word advice in its name - to the Advertising Standards Authority (ASA).

clock 29 July 2011 •

Your profession

IFA firm AFH targeting more acquisitions as profits rise

AFH Financial Group has reported increased profits and earnings for the six months to 30 April and outlined its plans for further acquisitions ahead of the retail distribution review (RDR).

clock 28 July 2011 •

Your profession

Top Tweets on AIFA's welcome to restricted advisers

AIFA's decision to embrace restricted advisers has gone down like a lead balloon with the industry's twitterati, with one adviser preferring Tesco to his own trade body.

clock 27 July 2011 •

Regulation

Banks' FSCS levy upped by £7.3m

The Financial Services Compensation Scheme (FSCS) levy will increase by £7.3m next year to meet the cost of the collapse of Southsea Mortgage and Investment Company, but only banks are likely to be affected by the rise.

clock 26 July 2011 •

Investment

FOS freezes Arch cru claims

The Financial Ombudsman Service (FOS) has frozen claims related to Arch cru while it waits for the FSA, BNY Mellon, HSBC and Capita to agree on the value left in the fund range.

clock 26 July 2011 •

Your profession

Do you want a work experience MP at your firm?

IFAs could have help with the paperwork from their local MP as part of a scheme to make law makers better understand the realities of running a small company.

clock 22 July 2011 •

uncategorised

A question of clarity

The Dilnot Report has been praised for bringing much needed clarity to the long-term care market. However, Helen Morrissey finds there are still some areas where more detail is needed.

clock 21 July 2011 •
454647
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=ifa