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multi-asset

Your profession

Advisers offloading mass market clients

Advisers are shifting their attention to more affluent clients amid fears the mass market will be unwilling to pay fees for advice post-RDR, research suggests.

clock 10 September 2010 •

Individual Protection

Opportunity knocks for protection advisers

Owain Thomas looks at the direction of the protection market

clock 02 September 2010 • 2 min read

Wrap/platforms

Novia launches reporting system for fee-based migration

Novia has launched a reporting and management information system to help advisers with the transition from a commission to fee-based system.

clock 06 August 2010 •

Investment

RDR fund volatility warning

Fund groups have warned the RDR will lead to increased volatility in fund flows and a greater share of assets going to a handful of the larger asset managers.

clock 29 July 2010 •

UK

Thorpe to lead Cazenove UK retail business

Cazenove has promoted Rob Thorpe to the newly-created head of UK retail position.

clock 28 July 2010 •

Adviser / Broking

Ensure firm is RDR-ready before selling - 1st Exchange

Advisers looking to sell out before 2012 will need to ensure their business is RDR-ready to stand a chance of attracting a buyer, says 1st Exchange.

clock 22 July 2010 •

Wrap/platforms

From hard sell to UK giant

On the tenth anniversary of FundsNetwork, Fidelity managing director of UK defined contribution and retail Gary Shaughnessy talks to Katrina Baugh about what the future holds for the platform.

clock 16 July 2010 •

Regulation

IFS warns of regulator proliferation

The IFS School of finance has warned the All Party Parliamentary group on Insurance and Financial Services of a proliferation of "pseudo-regulators".

clock 12 July 2010 •

Your profession

Time for a major shake-up of England and the FSA

Rowanmoor's Mark Lisle says the regulator and the national team both lack confidence, commitment and leadership.

clock 09 July 2010 •

Your profession

Advisers must pay to renew SPS each year

Advisers may have to fork out up to £175 every year to cover the cost of renewing the FSA's proposed Statement of Professional Standing (SPS) certificate.

clock 01 July 2010 •
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