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multi-asset

RDR

RDR: Internal standards board a "cheaper" option

The FSA says the establishment of an in-house professional standards model will be cheaper than setting up an independent organisation.

clock 16 December 2009 •

Your profession

RDR: FSA to allow 'alternative' level four assessment

Advisers who find written or oral examinations "stressful" may be tested via practical assessments and course work, the FSA confirms today.

clock 16 December 2009 •

Your profession

HNW-happy providers could 'forget' the GP - Defaqto

General practitioners (GPs) are in danger of being "forgotten" by providers changing their propositions to cater for a perceived increase in wealth managers with high-net-worth clients post-RDR, a study concludes.

clock 14 December 2009 •

Your profession

IFP in urgent talks to address adviser 'new blood' crisis

The Institute of Financial Planning (IFP) has opened talks with a number of UK universities to encourage them to offer stand-alone financial planning degrees as the professional body eyes the next generation of advisers.

clock 11 December 2009 •

Wrap/platforms

Cofunds top choice with IFAs

Cofunds is the top choice amongst IFAs despite a stormy year for the platform provider, according to a new study from CWC Research.

clock 10 December 2009 •

RDR

Calls for GP-style qualifications system for advisers

The RDR fails to meet its original objectives on the key issues of qualifications and increasing access to advice, according to new research.

clock 09 December 2009 •

Pensions

Must try harder...

Recently there have been press releases all over the place giving details of a long awaited joint ABI/AMPS statement designed to ensure that charging structures on SIPPS are communicated clearly and accurately to the consumer.

clock 09 December 2009 •

Technology

Distribution Technology launches service to help larger IFAs

A new financial planning application to help "radically reduce" the cost of servicing customers for large IFAs is due to be launched by Distribution Technology.

clock 08 December 2009 •

RDR

Adviser exodus fears exaggerated - report

Forecasts of an IFA exodus in the build-up to 2012 appear unfounded as advisers previously unwilling to take more exams are changing their minds, research suggests.

clock 08 December 2009 •

Wrap/platforms

Novia launches analysis tool

Novia has launched an analysis tool to enables advisers to better tally client portfolios with their risk profiles.

clock 04 December 2009 •
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