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multi-asset

TMT

Technology Review: LRH Wealth Management

AT8 Group's Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.

clock 18 February 2010 •

RDR

CII 'happy' to work with Davy on alternative assessment group

The Chartered Insurance Institute (CII) says it is prepared to work with Ken Davy's newly-formed Alternative Assessment Project Group, but only once the FSA has firmed up its evaluation criteria for getting to Level 4 standard.

clock 16 February 2010 •

Your profession

Adviser Alliance recruiting for RDR war

Adviser Alliance, the organisation set up to fight regulatory change including the RDR, is now recruiting new members to challenge the FSA.

clock 15 February 2010 •

Investment

Planners are pick of the bunch

Nick Cann, CEO of the IFP, on why financial planners deserve all the awards they get

clock 11 February 2010 •

Wrap/platforms

Better Business: Top tips for 2010

Richard Goodall, sales and marketing director at Ascentric, reveals his 10 pointers for adviser success in the year ahead.

clock 11 February 2010 •

Technology

Technology Review: Citywide Financial Partners

AT8 Group's Mark Loosmore on how Citywide Financial Partners is helping its clients meet their investment goals.

clock 11 February 2010 •

Your profession

Need an Adviser launches outsourcing service

A service enabling "over-burdened" advisers to outsource specialist areas of advice but still retain up to half of the commission or fee has been launched by Need an Adviser.com

clock 08 February 2010 •

Investment

Openwork's Davis: Network migration

Openwork CEO Martin Davis looks at how networks are positioning themselves in the run up to the RDR.

clock 04 February 2010 •

Regulation

Clarity at last?

The FSA's verdict on protection and the RDR is in. Graham Harvey examines the changes that will be needed as a result

clock 01 February 2010 •

Your profession

Adviser Focus: GDC's Derek Gair

GDC Associates partner Derek Gair warns the RDR is more damaging to old-fashioned IFAs than newer firms.

clock 01 February 2010 •
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