RDR
Your profession
National IFA 2plan Wealth Management is set to hand its 200 advisers what it calls a "radical" alternative to its standard client service agreements.
15 March 2010
•
Your profession
A Government scheme providing members of the public with access to free face-to-face ‘independent' financial advice is being rolled out nationwide.
12 March 2010
•
Individual Protection
Lifequote is aiming to help advisers address the threat of online competition with a series of protection training workshops.
12 March 2010
•
Wrap/platforms
Richard Goodall, sales and marketing director at Ascentric, on how to make your firm stand out from the crowd.
11 March 2010
•
Your profession
IFA network giant Sesame is set to launch an online RDR forum enabling its member firms to share ideas as they prepare for life after 2012.
08 March 2010
•
RDR
FSA plans in the RDR to recognise trade bodies only if they meet a strict set of criteria will likely result in higher fees and lower membership, threesixty warns.
05 March 2010
•
Your profession
Multi-tied advisers are way down the list of consumers' preferred distributors for financial products in the future, behind even supermarkets and major retailers like M&S.
04 March 2010
•
RDR
IFA network Financial Ltd is hosting a technical roadshow designed to help advisers prepare for the RDR.
25 February 2010
•
Your profession
St James's Place (SJP) has welcomed the ‘restricted advice' definition proposed in the RDR.
24 February 2010
•
Protection
Life companies may need to diversify their distribution channels beyond small IFAs to survive the RDR's commission ban, a study by Fitch Ratings concludes.
23 February 2010
•
