RDR

The Association of Professional Financial Advisers (APFA) has warned the industry could yet lose more small firms as advisers say they are lacking confidence in their business models.

The Association of Professional Financial Advisers (APFA) has warned advisers to keep a "record of activity with any clients they have with Aegon" after it emerged the Dutch provider had contacted clients to switch-off trail commission.

Does 'selling' continue to be a dirty word in financial services?

National IFA 2Plan is set to benefit from its rivals moving to restricted propositions as advisers are holding on to the IFA label and looking for a new home, chief executive Chris Smallwood has said.

The Financial Conduct Authority (FCA) has come under fire from an adviser who believes it is failing in its duty to "expose wrong-doing and enforce 'best practice'".

The Financial Conduct Authority (FCA) has published a guide to how it will measure advisers' disclosure efforts against its expectations, after it detected "unacceptable" shortcomings in its latest post-Retail Distribution Review (RDR) work.

Are clients happy to pay 'just service' fees?

Homegrown solutions to the lower value client problem

Conflicts of interest within insurance intermediaries dealing with small businesses are not being properly managed, a review by the Financial Conduct Authority (FCA) has found, in an echo of the concerns the regulator had about investment advisers that...

The guidance guarantee was a key part of this year's Budget. In this month's Inquiry Helen Morrissey asks Retirement Planner readers about the role of advisers in this service.