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RDR

Your profession

Departing AIFA boss blasts industry in-fighting

Outgoing AIFA director general Chris Cummings has lambasted in-fighting as the industry's "weakness".

clock 03 September 2010 •

Your profession

Bankhall rolls out wealth management forums

Bankhall will host a series of adviser forums over the next month with a focus on wealth management and professional development.

clock 03 September 2010 •

Regulation

New estimates put RDR adviser exodus at 3,000

The RDR could drive up to 3,000 advisers out of the industry over the next five years, according to the latest estimates.

clock 26 August 2010 •

Investment

The significance of segmentation

Helen Morrissey talks to Jeremy Mugridge about the importance of client segmentation

clock 26 August 2010 •

Wrap/platforms

The FSA has one chance to get it right on platforms

Ed Dymott, head of UK fund partners at Fidelity, discusses the RDR platform proposals that still need clarifying to achieve a level playing field.

clock 26 August 2010 •

Your profession

Are Towry's transfer problems just the beginning?

David Stevenson asks whether the adviser industry can really cope with in-specie transfers, or will there be more cases like Towry’s in the coming years?

clock 26 August 2010 •

TMT

Tech Review: Swift

In the second of his reviews about practice management systems, AT8's Mark Loosmore looks at SSP's rejuvenation of its Swift software

clock 26 August 2010 •

Your profession

Prestwood unveils financial planner mentoring programme

Prestwood Group, the company behind Truth and Prestwood Software, has launched a coaching and mentoring programme to help financial planners transition their business ahead of the RDR.

clock 24 August 2010 •

RDR

How can adviser firms attract potential buyers?

With up to a quarter of IFAs expected to leave the industry in the run-up to RDR, Maria Merricks finds out how advisers looking to sell their firms can attract buyers.

clock 19 August 2010 •

RDR

Is data quality on your RaDaR?

Data management will play a crucial role in ensuring advisers are RDR ready.

clock 19 August 2010 •
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