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.
Suffolk Life's Claire Brooks offers advice on the areas of RDR still worrying advisers.
Joel Adams, joint-CEO of lift-financial and PFS Chartered Financial Planner of the Year 2010, says we shouldn’t fear RDR changes.
Industry experts today expressed concerns advisers are still unsure of the post-RDR definition of independence.
Just 10% of Personal Finance Society (PFS) members intend to exit the advice market post-RDR, according to the organisation's latest research.
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.
A national independent protection training academy has been formed by the Protection Review and Personal Finance Society (PFS).
Advisers preparing for the RO6 component of the Diploma in Financial Planning have been offered online support by Zurich UK Life.
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.
Advisory firms not actively preparing for the RDR will be considered investigation targets by the FSA, warns a City lawyer.