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RDR

Investing in the profession

A journey: From footballer to IFA

Pro footballer and qualified IFA David Rowson talks to Laura Miller about juggling his commitments and planning ahead.

clock 23 June 2011 •

Wrap/platforms

How platforms can help advisers pre and post RDR

Fidelity International's Julian Webb says platforms can go beyond merely helping advisers ease the regulatory burden of RDR.

clock 23 June 2011 •

Investing in the profession

What is the Retail Distribution Review?

Karen Barrett, chief executive of Unbiased.co.uk, tells the BBC what consumers can expect from upcoming changes in the financial advice sector...

clock 22 June 2011 •

Regulation

Small firms panel warns of cap ad threat to advisers

The Small Businesses Practitioner Panel (SBPP) has warned small financial advisory firms may become "financially unviable" due to increased capital adequacy requirements and rising levies.

clock 21 June 2011 •

Wrap/platforms

Most advisers against cash rebate ban

An overwhelming majority of advisers think cash rebates on platforms should be allowed to continue, recent research suggests.

clock 20 June 2011 •

Regulation

Transitioning your business: How timesheets can help

Do you, or does your firm, use timesheets?

clock 17 June 2011 •

Investing in the profession

VAT guidelines to define 'pure' advice

HMRC guidance set to be issued next year on the VAT liability of adviser charging will clarify what the taxman considers 'pure' advice.

clock 17 June 2011 •

Your profession

Consolidator Perspective makes it 22 buys in three years

IFA consolidator Perspective Financial Group has made its first acquisitions of 2011 to take its tally to 22 since inception three years ago.

clock 17 June 2011 •

Your profession

Want to give your business a spring clean? Here's how

David Hesketh, group M&A manager at Perspective Financial Group, offers his tips to getting your business in order.

clock 16 June 2011 •

Investing in the profession

Our guide to making eCommerce work for your firm

Paul Pettitt, managing director of Origo, explains the basics of electronic servicing.

clock 16 June 2011 •
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