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IFA

ETFs

FSA rules to boost retail ETF market

The Financial Services Authority has published rules removing commission bias from the sale of retail investment products, which is set to boost retail use of ETFs, industry experts say.

clock 30 March 2010 •

Individual Protection

Aviva pilots single-question protection selling

Aviva is piloting a system which lets advisers sell customers 'top-up' protection after asking them just a single question.

clock 30 March 2010 •

Regulation

RDR has reached 'point of no return' - PFS

Advisers must "wake up" and address changes being brought in by the RDR, as last week's paper represents the FSA's "point of no return", says the Personal Finance Society (PFS).

clock 29 March 2010 •

Your profession

Should advisers have to work over Easter?

Advisers could be missing out on a "golden opportunity" to take advantage of an expected surge in demand for financial advice over the Easter bank holiday, suggests research.

clock 25 March 2010 •

Income

Embracing choice

Kim Lerche-Thomsen discusses how processes need to change if advisers are to help clients make the most of their retirement options

clock 25 March 2010 •

Your profession

Perspective hits £1bn under advisory after 14th acquisition

IFA consolidator Perspective Financial Group has reached £1bn of funds under advisory and management after acquiring its 14th adviser group Chessman & Partners.

clock 25 March 2010 •

Economics / Markets

PFS predicts "austerity" Budget will boost IFA demand

An austerity Budget full of tax hikes coupled with "dumbed down" pension provision will put the services of professional financial planners in high demand, says the president of the Personal Finance Society (PFS).

clock 23 March 2010 •

Investment

IFAs favour UK and EM equities for 2010

UK equities, emerging markets, global equities and income funds are the top four asset classes IFAs expect to be recommending to clients this year.

clock 17 March 2010 •

Structured Products

Lowes' struc prod site celebrates 1000th user

Website www.StructuredProductReview.com has logged its 1000th registered user.

clock 15 March 2010 •

Your profession

IFAs must learn lessons from recession jobs cull - recruiters

IFAs can learn best practice during the upturn from advisers who lost, then regained, jobs during the recession, says an industry recruiter.

clock 12 March 2010 •
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