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IFA

Investment

IFA points to potential A-Day benefits

An IFA has attacked the Government for a lack of effort in communicating simplification changes, leaving thousands of pension holders ignorant of how A-Day will affect them.

clock 08 April 2005 •

uncategorised

IFA Comments: Mixed opinions on gender distinctions

We had a handful of differing opinions yesterday, following IFAonline's editorial on last week's WIG awards and the concept in general of gender equality in financial services.

clock 27 January 2005 •

uncategorised

Depolarisation rules may provoke negligence claims - PYV

PII broker PYV has warned depolarisation could unwittingly attract negligence claims for IFAs because of an increased in compliance and risk management requirements.

clock 25 January 2005 •

Technology

Amex adopts DT's Dynamic Planner

Distribution Technology's Dynamic Planner tool has been adopted by American Express for rollout to all users of its wrap platform.

clock 21 January 2005 •

Technology

More services equals more partners for Amex platform

American Express is not relaxing its vetting principles for doing deals with IFAs over use of its wrap account, but is widening the list of potential contacts as it moves to add services to the platform.

clock 14 January 2005 •

Investment

Read hit with £150,000 fine for pensions unlocking

IFA firm Read Independent Financial Advisers Limited has been fined £150,000 by the Financial Services Authority for what it calls "serious defects in its sales process" and other handling aspects pension unlocking cases.

clock 20 December 2004 •

Multi-manager

Let somebody else take the risk

Nick McBreen, independent financial adviser with Worldwide Financial Planning, looks at the benefits of outsourced multimanager investments and how it affects adviser-client relations.

clock 08 December 2004 •

Technology

Origo taps IFA business concerns

IFAs attending a meeting event hosted by Origo have expressed concern over the focus of ecommerce development, which they say is bypassing some important issues.

clock 08 December 2004 •

uncategorised

IFA comment: Advisers unhappy about Severn's AIFA role

There have already been a handful of comments in response to David Severn's appointment as AIFA and AMI director general.

clock 03 December 2004 •

Investment

Amex adds Insight

American Express has added more multimanager offerings on its wrap platform through the inclusion of funds from Insight Investments.

clock 25 November 2004 •
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