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multi-asset

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 •

Individual Protection

Swiss Re identifies protection "Perception Gap" and over complexity

Re-Insurer Swiss Re has released its review of the insurance industry which highlights consumer's demands for increased simplicity and clarity.

clock 03 December 2009 •

Technology

New software aims to reshape financial advice

A newly developed financial planning tool called 2020 Adviser aims to tear up the traditional model of financial advice whilst meeting the challenges of implementing the RDR.

clock 02 December 2009 •

uncategorised

Stadia Trustees launches Ipswich SIPP

Stadia Trustees has launched a SIPP with Ipswich Building Society, which will provide access to a wide range of investment vehicles.

clock 01 December 2009 •

Your profession

Final standards for RDR exam core units published

The FSSC today published the final standards for the core units that will be in every RDR-compliant qualification developed next year, as well as draft standards for the three specialist units.

clock 30 November 2009 •

Your profession

Davis - Where next for Openwork's advisers?

The noise surrounding the RDR remains at full volume, although no-one will know what the final rules will demand of advisers until next year.

clock 25 November 2009 •

Your profession

NAO to scrutinise 'shaky' RDR cost-benefit analysis

The FSA's "shaky" cost-benefit analysis of the RDR will face "proper scrutiny" after the National Audit Office (NAO) announced it is to investigate the FSA, the Association of IFAs (AIFA) says.

clock 24 November 2009 •

RDR

IFA defends RDR qualification focus

The managing director of an advisory firm has hit back at shadow pensions minister Nigel Waterson for questioning the RDR's focus on qualifications above experience.

clock 24 November 2009 •

Protection

Weaving a powerful web

No longer considered exotic, the online world is fast becoming the basis for the sale of financial products. David Child gives a few pointers to protection advisers.

clock 01 October 2009 •
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