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PFS

Investing in the profession

Will this board game turn teenagers into IFAs?

A Bluefin financial planner and the Personal Finance Society are developing a board game to introduce teenagers to the adviser profession as a career choice.

clock 01 June 2011 •

RDR

Countdown to RDR: How to add value

Suffolk Life's Claire Brooks offers advice on the areas of RDR still worrying advisers.

clock 28 April 2011 •

RDR

Blog: Moving to the fee-only model

Joel Adams, joint-CEO of lift-financial and PFS Chartered Financial Planner of the Year 2010, says we shouldn’t fear RDR changes.

clock 24 February 2011 •

Your profession

Goddard: Advisers still don't know what independent means

Industry experts today expressed concerns advisers are still unsure of the post-RDR definition of independence.

clock 27 January 2011 •

Your profession

PFS: Advisers coming round to RDR

Just 10% of Personal Finance Society (PFS) members intend to exit the advice market post-RDR, according to the organisation's latest research.

clock 20 January 2011 •

Individual Protection

Protection academy receives industrywide backing

Support for an unbiased protection training academy is growing following the announcement that 17 industrywide companies have signed up to the first phase of the initiative.

clock 29 November 2010 •

Individual Protection

Protection academy to launch next year

A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).

clock 21 October 2010 •

RDR

Zurich offers advisers case study help for RO6

Advisers preparing for the RO6 component of the Diploma in Financial Planning have been offered online support by Zurich UK Life.

clock 18 October 2010 •

Investment

Macquarie: Adviser profit margin 'dangerous' if below 20%

Advisers need to budget profits as an essential ‘cost', on a par with rent and staff wages, or risk going out of business, warns the head of financial planning at Macquarie Bank UK.

clock 01 October 2010 •

Your profession

FSA will target slow-to-transition adviser firms

Advisory firms not actively preparing for the RDR will be considered investigation targets by the FSA, warns a City lawyer.

clock 01 October 2010 • 2 min read
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