Sesame Bankhall Group has launched an online qualifications tool to help members map out an examination route to be RDR-ready.
The fate of trail commission when a client switches adviser after 2012 continued to puzzle the industry this week after Tenet revealed it had received assurances from the FSA it would not be given to the client.
Ian Thomas, head of customer experience and online services at Axa Wealth, looks at how the recent FSA paper will affect advisers currently using platforms.
Brett Davidson of FP Advance explains why educating clients on their financial needs can improve relationships and help your business run more effectively.
Providers have high hopes the Retail Distribution Review (RDR) will fuel retail uptake of ETFs in the UK. Yet intermediaries believe regulation is not enough and providers should be improving direct access. Paul Burgin reports
Bradley Kay at Morningstar looks at retail investment prospects and what the next decade holds for the European ETF industry
David Stevenson shares his thoughts on recent innovations in the index-tracking ETF space and asks are investors looking before they leap?
Paul Burgin explains how to scrutinise the platform market.
As more and more advisers opt to use wraps, Samantha Downes looks at how the platform will transform business post RDR
Kira Nickerson finds out the best way to move from one platform to another