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RDR

Individual Protection

RDR: Protection market keeps commission model

The FSA today says it will not read across the abolition of commission-based sales to the protection market.

clock 16 December 2009 •

Individual Protection

Swiss Re identifies protection "Perception Gap" and over complexity

Re-Insurer Swiss Re has released its review of the insurance industry which highlights consumer's demands for increased simplicity and clarity.

clock 03 December 2009 •

Your profession

Profile: Nicholas Manterfield, Brookfield Financial Planning

It is refreshing - and rare - to hear a financial adviser so enthused by anything the FSA is planning...

clock 03 December 2009 •

Your profession

Better Business: Catching clients

Ann Dempster, managing director of Plum Software, looks at how advisers can attract new business in a changing environment...

clock 03 December 2009 •

uncategorised

Say hello, wave goodbye

Some of you will have followed the trials and tribulations of Park Row over the last month or two. Park Row Associates is being wound up, and will be closed for business by the time this article is published.

clock 01 December 2009 •

Protection

Raising the bar

As Progress from Royal Liver reaches its five year milestone, Mike Warr discusses a narrowing of the market's focus with Paul Robertson

clock 01 December 2009 •

ETFs

ETFs must be kept simple

ETFs must be kept simple in structure for implementing investment strategies, according to industry players.

clock 30 November 2009 •

RDR

Local IFA gains first in Wales accolade

A local IFA has become the first personal financial planner in Wales to be certified to ISO 22222 by Standards International.

clock 27 November 2009 •

Your profession

FSA issues small firms long-stop warning

The FSA today threatens "follow-up action" against firms considering inserting a long-stop clause into their terms of business (ToB).

clock 19 November 2009 •

RDR

Firms warned against building trail business pre-RDR

The FSA yesterday warned it will take a "dim view" on any adviser firm seeking to build trail business in a bid to "get around" its adviser charging proposals.

clock 19 November 2009 •
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