IFA

I'm always astounded at the dichotomy between the industry view of IFAs and public opinion, but I came across another classic example this week which proves just how difficult it is to change people's negative stereotypes.

I had an interesting reality check over the New Year as I had a look at a very different economic culture through a late holiday to Cuba with a couple of friends.

I have been reading the excellent article by Martin Bamford about the expected blue water between financial salespeople and true advisers which are thought provoking. In addition, Phil Calvert documents the power that the internet can hold in the successful...

Over the past twelve months I have been a frequent contributor to an online IFA community. This evening I spent some time reviewing my postings and discovered that there are two ways to quickly stir up debate with other IFAs.

It's Christmas afternoon, the family is round the tree and comfortably numb after the traditional feast. The fire glows brightly as yet more champagne and mince pies are passed round. The children are playing with new toys and Dad is scrutinising the...

The third annual joint Association of Investment Companies/IFA Promotion poll of around 200 fund managers and IFAs has found the industry looking generally positive about prospects next year, albeit with some differences.

I know Christmas is coming when my desk starts to creak under the mass of government papers scattered over it. Civil servants are clearly incentivised to clear their desks before the year end, and they do that by covering mine.

News revealing Royal London has headhunted a boss from outside to head up its new IFA division - handling life, pensions, offshore and protection business lines - raises significant questions about brand intent going forward.

Following Wednesday's Pre-Budget Report announcement on the review of PTA, a host of adviser comments are still rolling in criticising the government and questioning what firms should do for clients with "pipeline" cases.

Financial advisers have reacted angrily to the government's decision to review the rules around the sale of standalone life cover with tax relief, otherwise known as pensions terms assurance (PTA.