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RDR

RDR

Anger as FSA resolute on trail ban when clients switch IFA

Stunned advisers have warned of the "serious implications" of an FSA rule stating trail commission be passed to the client when they switch adviser from 2013.

clock 29 April 2010 •

Investment

A discreet handover

Graeme Clark discusses discretionary management

clock 29 April 2010 •

Investment

Paraplanner Zone

This week we speak to the founder of South-Shields based paraplanning company The Paraplanning House.

clock 29 April 2010 •

Your profession

CII chartered firms up 23% in 2009

The ranks of businesses awarded chartered status swelled by 23% in 2009, the Chartered Insurance Institute (CII) reports.

clock 27 April 2010 •

Your profession

Commission banned as Australia reforms sector

Financial advisers in Australia will be banned from accepting commission payments on products they sell as the regulator today unveiled a series of reforms to its financial services sector.

clock 26 April 2010 •

Investment

Close AM prepares for RDR with new hire

Close Asset Management has appointed an intermediary client adviser to help IFAs plan for the RDR.

clock 22 April 2010 •

Investment

Can 'new' paraplanners benefit all IFAs?

Are IFAs becoming too dependant on paraplanners, or not enough? Professional Adviser's features editor Joanna Faith looks at the evolving role of the paraplanner.

clock 22 April 2010 •

Structured Products

Getting educated about structured products

The FSA's final RDR paper has made it clear IFAs must have ‘sufficient knowledge' of structured products to remain ‘independent'. So how can IFA firms ensure their RIs get up to speed?

clock 22 April 2010 •

RDR

How can RDR preparation boost your business?

Richard Howells, intermediary sales director at Zurich UK Life, looks at how adviser firms can use RDR qualifications as a business asset rather than a chore.

clock 22 April 2010 •

Structured Products

Platforms must embrace "mainstream" struc prods - Lowes

Platforms should offer structured products in order to comply with whole-of-market RDR regulations and capitalise on a growing market, according to Lowes Financial Management.

clock 16 April 2010 •
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