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multi-asset

RDR

RDR platform paper: FSA leans towards multi-platform use

The FSA says although it has "mixed views" on the question of whether an adviser can be independent using just one platform, it is likely to push for IFAs to adopt multiple platform use.

clock 26 March 2010 •

RDR

RDR protection paper: Mortgage brokers may face protection commission disclosure

Mortgage brokers could be dragged into the disclosure of adviser remuneration proposed by the FSA.

clock 26 March 2010 •

RDR

RDR platform paper: FSA attacks platforms for poor levels of disclosure

The FSA has slammed platforms for poor levels of disclosure in documentation and for failing to highlight the risks of investment.

clock 26 March 2010 •

Your profession

From the Editor: Who will advise on the right advice?

Chancellor Alistair Darling has just added another piece to the jigsaw of the financial services industry of the future.

clock 18 March 2010 •

Your profession

Big Interview: Richard Howells, Zurich UK Life

"I surprised myself. I told my son ‘you should think about becoming an IFA'."

clock 18 March 2010 •

Investment

Adviser Focus: Simon Fitton, Baxter Fensham

Simon Fitton, partner at Baxter Fensham, on what it means to be a truly fee-based IFA.

clock 11 March 2010 •

Structured Products

Where are we now on regulating structured products?

Paul Burgin examines the changing world of structured product design, marketing and distribution legislation.

clock 11 March 2010 •

Structured Products

Building awareness of structured products

Advisers are more aware than ever of structured products but education is the key to them moving from a niche player into the mainstream.

clock 11 March 2010 •

RDR

Limiting charging to 'unbundled' will confuse - Cofunds

A platform pricing regime based solely on unbundled charges will be detrimental to consumers and remove choice, warns Cofunds.

clock 09 March 2010 •

Wrap/platforms

Better Business: When the price is not right

David Ferguson, CEO of Nucleus, assesses recent moves by wraps and platforms to clarify their pricing structures.

clock 04 March 2010 •
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