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RDR

Your profession

Making that all important network decision

Martin Davis looks at the factors that influence advisers when selecting a network

clock 19 August 2010 •

Wrap/platforms

FSA delays platform paper after "intense lobbying"

The FSA has delayed the long-awaited publication of its platform consultation paper owing to intense lobbying from some of the industry's largest players.

clock 18 August 2010 •

Your profession

IFAs select their top summer reads

With the holiday season well and truly upon us, we ask advisers for their top book recommendations...

clock 13 August 2010 •

RDR

Top tips for serving the wealthy

As IFAs prepare their businesses for RDR, Maria Merricks finds out how to attract wealthy clients and hold onto them.

clock 12 August 2010 •

Your profession

From IT to IFA: Part 7

This month, Peter Lawrence looks at regulatory hurdles for small firms

clock 12 August 2010 •

RDR

IFA concerns grow on commercial impact of RDR

The transition to adviser charging is increasingly focussing advisers' attention ahead of the RDR deadline while concern over qualifications wanes, according to research from L&G.

clock 11 August 2010 •

RDR

VAT rules penalise clients paying in instalments

Current VAT rules threaten to penalise clients paying in instalments and could undermine the RDR's aims, warns Skandia.

clock 11 August 2010 •

Protection

Nuts and Bolts...

A large part of the South African population consists of low income families and individuals. With the RDR on the horizon and the creation of the money guidance service just around the corner, Andy Milburn looks at what we can copy from the protection...

clock 09 August 2010 •

Wrap/platforms

Cofunds plans 'on track' after Williams exit

Charlie Eppinger, interim CEO of Cofunds, says ‘it is business as usual' at the platform and its development strategy is on course despite the departure of Brett Williams last month.

clock 05 August 2010 •

Your profession

RDR could strip 'adviser' label from individuals

The RDR could lead to the term ‘adviser' being used exclusively for firms rather than individuals as well as the launch of new 'advisory chambers', according to AIFA.

clock 04 August 2010 •
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